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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,302 | $185,312-88.5% | $161,489-86.8% | $154,746-86.2% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 6.58% | 103.84%-97.3pp | 89.72%-83.1pp | 172.34%-165.8pp |
| Employer contribution / active EE | $636 | $4,769-86.7% | $4,268-85.1% | $4,379-85.5% |
| Participant deferral / active EE | $2,620 | $6,350-58.7% | $5,630-53.5% | $6,730-61.1% |
| Admin fee / account holder | $627 | $18,654-96.6% | $16,006-96.1% | $14,365-95.6% |