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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 | $80,504 | $162,136-50.3% | $152,301-47.1% | $154,746-48.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 9.74% | 91.02%-81.3pp | 80.50%-70.8pp | 172.34%-162.6pp |
| Employer contribution / active EE | $413 | $4,890-91.6% | $4,624-91.1% | $4,379-90.6% |
| Participant deferral / active EE | $2,750 | $8,341-67.0% | $8,004-65.6% | $6,730-59.1% |
| Admin fee / account holder | $95,992 | $15,759+509.1% | $14,398+566.7% | $14,365+568.2% |