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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 | $106,362 | $157,304-32.4% | $141,197-24.7% | $152,909-30.4% |
| Participation rate | 85.0% | 84.8%+0.2pp | 82.5%+2.5pp | 82.5%+2.5pp |
| Annual return | 6.82% | 64.34%-57.5pp | 71.41%-64.6pp | 345.46%-338.6pp |
| Employer contribution / active EE | $926 | $5,263-82.4% | $4,736-80.4% | $4,764-80.6% |
| Participant deferral / active EE | $3,574 | $7,111-49.7% | $6,710-46.7% | $5,851-38.9% |
| Admin fee / account holder | $721 | $12,126-94.1% | $10,265-93.0% | $11,601-93.8% |