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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 | $181,062-82.8% | $158,223-80.3% | $155,188-79.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 8.42% | 57.39%-49.0pp | 52.09%-43.7pp | 148.84%-140.4pp |
| Employer contribution / active EE | $315 | $4,565-93.1% | $4,109-92.3% | $4,248-92.6% |
| Participant deferral / active EE | $2,014 | $6,134-67.2% | $5,467-63.2% | $6,531-69.2% |
| Admin fee / account holder | $385 | $18,825-98.0% | $16,047-97.6% | $14,480-97.3% |