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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 | $21,465 | $114,119-81.2% | $107,187-80.0% | $138,895-84.5% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 10.98% | 273.21%-262.2pp | 204.55%-193.6pp | 145.39%-134.4pp |
| Employer contribution / active EE | $649 | $4,059-84.0% | $3,782-82.8% | $4,194-84.5% |
| Participant deferral / active EE | $4,985 | $5,538-10.0% | $5,096-2.2% | $6,396-22.1% |
| Admin fee / account holder | $1,945 | $10,024-80.6% | $9,162-78.8% | $12,562-84.5% |