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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 | $55,163 | $197,637-72.1% | $177,848-69.0% | $158,982-65.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 0.36% | 58.77%-58.4pp | 48.33%-48.0pp | 302.99%-302.6pp |
| Employer contribution / active EE | $1,033 | $6,698-84.6% | $5,919-82.5% | $4,763-78.3% |
| Participant deferral / active EE | $3,360 | $8,405-60.0% | $7,714-56.4% | $5,983-43.8% |
| Admin fee / account holder | $2,694 | $15,406-82.5% | $12,431-78.3% | $11,252-76.1% |