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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 | $79,171 | $124,346-36.3% | $111,308-28.9% | $167,536-52.7% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 8.56% | 37.45%-28.9pp | 54.67%-46.1pp | 478.82%-470.3pp |
| Employer contribution / active EE | $443 | $3,437-87.1% | $2,732-83.8% | $4,839-90.8% |
| Participant deferral / active EE | $8,723 | $5,182+68.3% | $4,487+94.4% | $6,342+37.5% |
| Admin fee / account holder | $969 | $10,621-90.9% | $7,965-87.8% | $12,315-92.1% |