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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 | $16,527 | $148,629-88.9% | $135,982-87.8% | $139,487-88.2% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 10.46% | 79.33%-68.9pp | 68.32%-57.9pp | 373.84%-363.4pp |
| Employer contribution / active EE | $568 | $5,247-89.2% | $4,859-88.3% | $4,755-88.1% |
| Participant deferral / active EE | $2,741 | $8,102-66.2% | $7,760-64.7% | $6,713-59.2% |
| Admin fee / account holder | $1,583 | $12,406-87.2% | $10,767-85.3% | $11,407-86.1% |