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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 | $22,304 | $156,398-85.7% | $147,318-84.9% | $138,895-83.9% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.7pp | 79.9%+13.8pp |
| Annual return | 8.12% | 78.75%-70.6pp | 70.43%-62.3pp | 145.39%-137.3pp |
| Employer contribution / active EE | $802 | $4,853-83.5% | $4,593-82.5% | $4,194-80.9% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $815 | $14,976-94.6% | $13,708-94.1% | $12,562-93.5% |