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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 | $73,424 | $129,737-43.4% | $119,126-38.4% | $154,746-52.6% |
| Participation rate | 90.0% | 78.9%+11.1pp | 75.8%+14.2pp | 80.7%+9.3pp |
| Annual return | 8.01% | 379.08%-371.1pp | 282.11%-274.1pp | 172.34%-164.3pp |
| Employer contribution / active EE | $782 | $4,375-82.1% | $4,034-80.6% | $4,379-82.1% |
| Participant deferral / active EE | $2,030 | $5,842-65.2% | $5,318-61.8% | $6,730-69.8% |
| Admin fee / account holder | $33,293 | $11,961+178.4% | $10,693+211.3% | $14,365+131.8% |