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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 | $67,110 | $105,200-36.2% | $159,474-57.9% | $85,847-21.8% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | 9.76% | 45.08%-35.3pp | 263.68%-253.9pp | 318.61%-308.8pp |
| Employer contribution / active EE | $344 | $3,319-89.6% | $4,831-92.9% | $2,565-86.6% |
| Participant deferral / active EE | $2,821 | $5,946-52.5% | $7,353-61.6% | $3,952-28.6% |
| Admin fee / account holder | $3,979 | $6,934-42.6% | $10,802-63.2% | $6,261-36.4% |