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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 | $20,955 | $174,379-88.0% | $152,093-86.2% | $138,895-84.9% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 7.52% | 74.86%-67.3pp | 66.36%-58.8pp | 145.39%-137.9pp |
| Employer contribution / active EE | $499 | $4,652-89.3% | $4,175-88.1% | $4,194-88.1% |
| Participant deferral / active EE | $2,273 | $6,159-63.1% | $5,451-58.3% | $6,396-64.5% |
| Admin fee / account holder | $8,490 | $16,880-49.7% | $14,497-41.4% | $12,562-32.4% |