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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 | $45,025 | $209,888-78.5% | $189,545-76.2% | $167,553-73.1% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 7.66% | 748.66%-741.0pp | 555.36%-547.7pp | 478.89%-471.2pp |
| Employer contribution / active EE | $762 | $6,915-89.0% | $6,162-87.6% | $4,840-84.3% |
| Participant deferral / active EE | $3,500 | $8,934-60.8% | $8,220-57.4% | $6,343-44.8% |
| Admin fee / account holder | $753 | $14,300-94.7% | $12,049-93.7% | $12,316-93.9% |