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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 | $54,231 | $118,708-54.3% | $98,920-45.2% | $158,966-65.9% |
| Participation rate | 72.7% | 77.8%-5.1pp | 76.0%-3.3pp | 82.0%-9.2pp |
| Annual return | 1.71% | 372.49%-370.8pp | 196.47%-194.8pp | 302.95%-301.2pp |
| Employer contribution / active EE | $485 | $3,334-85.5% | $2,689-82.0% | $4,762-89.8% |
| Participant deferral / active EE | $1,662 | $5,089-67.3% | $4,245-60.9% | $5,983-72.2% |
| Admin fee / account holder | $2,220 | $10,134-78.1% | $6,643-66.6% | $11,250-80.3% |