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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 | $48,985 | $162,136-69.8% | $152,301-67.8% | $154,746-68.3% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 3.88% | 91.02%-87.1pp | 80.50%-76.6pp | 172.34%-168.5pp |
| Employer contribution / active EE | $671 | $4,890-86.3% | $4,624-85.5% | $4,379-84.7% |
| Participant deferral / active EE | $9,350 | $8,341+12.1% | $8,004+16.8% | $6,730+38.9% |
| Admin fee / account holder | $1,844 | $15,759-88.3% | $14,398-87.2% | $14,365-87.2% |