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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 | $127,489 | $162,136-21.4% | $152,301-16.3% | $154,746-17.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 11.25% | 91.02%-79.8pp | 80.50%-69.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $593 | $4,890-87.9% | $4,624-87.2% | $4,379-86.5% |
| Participant deferral / active EE | $4,845 | $8,341-41.9% | $8,004-39.5% | $6,730-28.0% |
| Admin fee / account holder | $2,064 | $15,759-86.9% | $14,398-85.7% | $14,365-85.6% |