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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 | $121,883 | $209,336-41.8% | $197,124-38.2% | $137,256-11.2% |
| Participation rate | 72.7% | 87.3%-14.6pp | 86.7%-14.0pp | 80.0%-7.2pp |
| Annual return | 4.41% | 48.09%-43.7pp | 44.34%-39.9pp | 220.34%-215.9pp |
| Employer contribution / active EE | $1,288 | $6,591-80.5% | $6,227-79.3% | $4,156-69.0% |
| Participant deferral / active EE | $3,462 | $9,614-64.0% | $9,135-62.1% | $6,407-46.0% |
| Admin fee / account holder | $992 | $17,308-94.3% | $16,298-93.9% | $12,270-91.9% |