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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 | $65,886 | $165,399-60.2% | $149,745-56.0% | $158,982-58.6% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 4.91% | 348.34%-343.4pp | 276.72%-271.8pp | 302.99%-298.1pp |
| Employer contribution / active EE | $596 | $5,105-88.3% | $4,646-87.2% | $4,763-87.5% |
| Participant deferral / active EE | $5,025 | $7,183-30.0% | $6,843-26.6% | $5,983-16.0% |
| Admin fee / account holder | $8,639 | $10,811-20.1% | $9,312-7.2% | $11,252-23.2% |