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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 | $31,123 | $185,312-83.2% | $161,489-80.7% | $154,746-79.9% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 8.42% | 103.84%-95.4pp | 89.72%-81.3pp | 172.34%-163.9pp |
| Employer contribution / active EE | $315 | $4,769-93.4% | $4,268-92.6% | $4,379-92.8% |
| Participant deferral / active EE | $2,014 | $6,350-68.3% | $5,630-64.2% | $6,730-70.1% |
| Admin fee / account holder | $385 | $18,654-97.9% | $16,006-97.6% | $14,365-97.3% |