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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 | $61,595 | $201,372-69.4% | $184,260-66.6% | $145,884-57.8% |
| Participation rate | 78.9% | 87.5%-8.5pp | 86.8%-7.9pp | 80.3%-1.4pp |
| Annual return | 9.57% | 29.04%-19.5pp | 28.84%-19.3pp | 551.85%-542.3pp |
| Employer contribution / active EE | $11 | $7,024-99.8% | $6,427-99.8% | $4,662-99.8% |
| Participant deferral / active EE | $4,069 | $9,808-58.5% | $9,133-55.5% | $6,690-39.2% |
| Admin fee / account holder | $4,862 | $16,362-70.3% | $13,898-65.0% | $13,392-63.7% |