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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 | $64,557 | $156,398-58.7% | $147,318-56.2% | $138,895-53.5% |
| Participation rate | 85.0% | 83.8%+1.2pp | 82.1%+2.9pp | 79.9%+5.1pp |
| Annual return | 11.91% | 78.75%-66.8pp | 70.43%-58.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $566 | $4,853-88.3% | $4,593-87.7% | $4,194-86.5% |
| Participant deferral / active EE | $3,836 | $8,237-53.4% | $7,906-51.5% | $6,396-40.0% |
| Admin fee / account holder | $60,454 | $14,976+303.7% | $13,708+341.0% | $12,562+381.2% |