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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 | $41,159 | $175,231-76.5% | $149,696-72.5% | $139,466-70.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 4.39% | 166.77%-162.4pp | 134.46%-130.1pp | 373.66%-369.3pp |
| Employer contribution / active EE | $493 | $5,478-91.0% | $4,821-89.8% | $4,754-89.6% |
| Participant deferral / active EE | $3,473 | $6,521-46.7% | $5,682-38.9% | $6,712-48.3% |
| Admin fee / account holder | $531 | $16,155-96.7% | $13,212-96.0% | $11,409-95.3% |