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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 | $66,247 | $114,119-41.9% | $107,187-38.2% | $138,895-52.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 9.03% | 273.21%-264.2pp | 204.55%-195.5pp | 145.39%-136.4pp |
| Employer contribution / active EE | $609 | $4,059-85.0% | $3,782-83.9% | $4,194-85.5% |
| Participant deferral / active EE | $2,632 | $5,538-52.5% | $5,096-48.4% | $6,396-58.9% |
| Admin fee / account holder | $27,198 | $10,024+171.3% | $9,162+196.8% | $12,562+116.5% |