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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 | $38,534 | $148,623-74.1% | $135,974-71.7% | $139,466-72.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 10.70% | 79.30%-68.6pp | 68.30%-57.6pp | 373.66%-363.0pp |
| Employer contribution / active EE | $395 | $5,246-92.5% | $4,859-91.9% | $4,754-91.7% |
| Participant deferral / active EE | $3,173 | $8,103-60.8% | $7,760-59.1% | $6,712-52.7% |
| Admin fee / account holder | $7,909 | $12,406-36.2% | $10,767-26.5% | $11,409-30.7% |