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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 | $172,111-81.9% | $150,298-79.3% | $137,256-77.3% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 8.42% | 69.37%-61.0pp | 62.79%-54.4pp | 220.34%-211.9pp |
| Employer contribution / active EE | $315 | $4,636-93.2% | $4,154-92.4% | $4,156-92.4% |
| Participant deferral / active EE | $2,014 | $6,166-67.3% | $5,453-63.1% | $6,407-68.6% |
| Admin fee / account holder | $385 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |