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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 | $33,877 | $117,846-71.3% | $102,434-66.9% | $145,884-76.8% |
| Participation rate | 78.6% | 78.6%-0.1pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 7.48% | 31.90%-24.4pp | 29.46%-22.0pp | 551.85%-544.4pp |
| Employer contribution / active EE | $385 | $3,615-89.4% | $3,023-87.3% | $4,662-91.7% |
| Participant deferral / active EE | $1,778 | $5,733-69.0% | $5,055-64.8% | $6,690-73.4% |
| Admin fee / account holder | $1,898 | $13,356-85.8% | $9,462-79.9% | $13,392-85.8% |