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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 | $27,203 | $185,883-85.4% | $170,043-84.0% | $139,466-80.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.25% | 60.54%-51.3pp | 53.40%-44.1pp | 373.66%-364.4pp |
| Employer contribution / active EE | $763 | $7,596-90.0% | $6,790-88.8% | $4,754-84.0% |
| Participant deferral / active EE | $3,115 | $11,626-73.2% | $10,410-70.1% | $6,712-53.6% |
| Admin fee / account holder | $5,287 | $15,393-65.7% | $12,824-58.8% | $11,409-53.7% |