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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 | $144,374 | $157,304-8.2% | $141,197+2.2% | $152,909-5.6% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.5%-0.1pp |
| Annual return | 2.66% | 64.34%-61.7pp | 71.41%-68.7pp | 345.46%-342.8pp |
| Employer contribution / active EE | $198 | $5,263-96.2% | $4,736-95.8% | $4,764-95.8% |
| Participant deferral / active EE | $3,951 | $7,111-44.4% | $6,710-41.1% | $5,851-32.5% |
| Admin fee / account holder | $4,345 | $12,126-64.2% | $10,265-57.7% | $11,601-62.5% |