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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 | $61,399 | $111,535-45.0% | $105,223-41.6% | $137,256-55.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 8.68% | 237.85%-229.2pp | 180.65%-172.0pp | 220.34%-211.7pp |
| Employer contribution / active EE | $443 | $3,939-88.8% | $3,689-88.0% | $4,156-89.3% |
| Participant deferral / active EE | $2,306 | $5,500-58.1% | $5,072-54.5% | $6,407-64.0% |
| Admin fee / account holder | $426 | $9,721-95.6% | $8,859-95.2% | $12,270-96.5% |