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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 | $37,359 | $156,398-76.1% | $147,318-74.6% | $138,895-73.1% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 5.27% | 78.75%-73.5pp | 70.43%-65.2pp | 145.39%-140.1pp |
| Employer contribution / active EE | $715 | $4,853-85.3% | $4,593-84.4% | $4,194-83.0% |
| Participant deferral / active EE | $2,949 | $8,237-64.2% | $7,906-62.7% | $6,396-53.9% |
| Admin fee / account holder | $8,507 | $14,976-43.2% | $13,708-37.9% | $12,562-32.3% |