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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 | $69,855 | $201,372-65.3% | $184,260-62.1% | $145,884-52.1% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 3.07% | 29.04%-26.0pp | 28.84%-25.8pp | 551.85%-548.8pp |
| Employer contribution / active EE | $1,334 | $7,024-81.0% | $6,427-79.2% | $4,662-71.4% |
| Participant deferral / active EE | $3,989 | $9,808-59.3% | $9,133-56.3% | $6,690-40.4% |
| Admin fee / account holder | $2,467 | $16,362-84.9% | $13,898-82.3% | $13,392-81.6% |