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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 | $154,228-68.2% | $145,433-66.3% | $137,256-64.3% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 3.88% | 74.59%-70.7pp | 66.58%-62.7pp | 220.34%-216.5pp |
| Employer contribution / active EE | $671 | $4,804-86.0% | $4,554-85.3% | $4,156-83.9% |
| Participant deferral / active EE | $9,350 | $8,216+13.8% | $7,897+18.4% | $6,407+45.9% |
| Admin fee / account holder | $1,844 | $14,344-87.1% | $13,129-86.0% | $12,270-85.0% |