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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 | $52,892 | $209,336-74.7% | $197,124-73.2% | $137,256-61.5% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 8.58% | 48.09%-39.5pp | 44.34%-35.8pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,204 | $6,591-81.7% | $6,227-80.7% | $4,156-71.0% |
| Participant deferral / active EE | $4,503 | $9,614-53.2% | $9,135-50.7% | $6,407-29.7% |
| Admin fee / account holder | $2,212 | $17,308-87.2% | $16,298-86.4% | $12,270-82.0% |