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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 | $29,502 | $201,370-85.3% | $184,256-84.0% | $145,897-79.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.44% | 29.05%-21.6pp | 28.85%-21.4pp | 552.29%-544.9pp |
| Employer contribution / active EE | $971 | $7,024-86.2% | $6,427-84.9% | $4,663-79.2% |
| Participant deferral / active EE | $3,982 | $9,808-59.4% | $9,133-56.4% | $6,689-40.5% |
| Admin fee / account holder | $1,443 | $16,364-91.2% | $13,899-89.6% | $13,390-89.2% |