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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 | $117,904-44.7% | $102,457-36.4% | $145,978-55.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 7.65% | 31.80%-24.1pp | 29.41%-21.8pp | 550.52%-542.9pp |
| Employer contribution / active EE | $197 | $3,613-94.5% | $3,022-93.5% | $4,662-95.8% |
| Participant deferral / active EE | $8,100 | $5,733+41.3% | $5,054+60.3% | $6,690+21.1% |
| Admin fee / account holder | $419 | $13,329-96.9% | $9,451-95.6% | $13,400-96.9% |