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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 | $71,066 | $157,296-54.8% | $141,191-49.7% | $152,897-53.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 11.87% | 64.34%-52.5pp | 71.41%-59.5pp | 345.43%-333.6pp |
| Employer contribution / active EE | $488 | $5,262-90.7% | $4,736-89.7% | $4,764-89.8% |
| Participant deferral / active EE | $3,465 | $7,111-51.3% | $6,710-48.4% | $5,851-40.8% |
| Admin fee / account holder | $35,054 | $12,125+189.1% | $10,264+241.5% | $11,599+202.2% |