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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 | $40,212 | $183,516-78.1% | $155,534-74.1% | $145,884-72.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 6.68% | 61.43%-54.7pp | 64.92%-58.2pp | 551.85%-545.2pp |
| Employer contribution / active EE | $743 | $5,315-86.0% | $4,675-84.1% | $4,662-84.1% |
| Participant deferral / active EE | $2,208 | $6,467-65.9% | $5,630-60.8% | $6,690-67.0% |
| Admin fee / account holder | $6,064 | $19,293-68.6% | $15,900-61.9% | $13,392-54.7% |