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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 | $223,823-45.5% | $211,142-42.3% | $154,746-21.2% |
| Participation rate | 72.7% | 87.9%-15.1pp | 87.3%-14.6pp | 80.7%-8.0pp |
| Annual return | 4.41% | 50.39%-46.0pp | 46.84%-42.4pp | 172.34%-167.9pp |
| Employer contribution / active EE | $1,288 | $6,787-81.0% | $6,442-80.0% | $4,379-70.6% |
| Participant deferral / active EE | $3,462 | $9,750-64.5% | $9,284-62.7% | $6,730-48.6% |
| Admin fee / account holder | $992 | $19,707-95.0% | $19,076-94.8% | $14,365-93.1% |