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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 | $19,090 | $174,379-89.1% | $152,093-87.4% | $138,895-86.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.46% | 74.86%-65.4pp | 66.36%-56.9pp | 145.39%-135.9pp |
| Employer contribution / active EE | $746 | $4,652-84.0% | $4,175-82.1% | $4,194-82.2% |
| Participant deferral / active EE | $3,975 | $6,159-35.5% | $5,451-27.1% | $6,396-37.9% |
| Admin fee / account holder | $20,691 | $16,880+22.6% | $14,497+42.7% | $12,562+64.7% |