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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 | $65,203 | $117,895-44.7% | $102,460-36.4% | $145,897-55.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 7.65% | 31.92%-24.3pp | 29.47%-21.8pp | 552.29%-544.6pp |
| Employer contribution / active EE | $197 | $3,619-94.5% | $3,025-93.5% | $4,663-95.8% |
| Participant deferral / active EE | $8,100 | $5,736+41.2% | $5,056+60.2% | $6,689+21.1% |
| Admin fee / account holder | $419 | $13,353-96.9% | $9,460-95.6% | $13,390-96.9% |