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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 | $68,090 | $148,623-54.2% | $135,974-49.9% | $139,466-51.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 6.02% | 79.30%-73.3pp | 68.30%-62.3pp | 373.66%-367.6pp |
| Employer contribution / active EE | $298 | $5,246-94.3% | $4,859-93.9% | $4,754-93.7% |
| Participant deferral / active EE | $5,032 | $8,103-37.9% | $7,760-35.2% | $6,712-25.0% |
| Admin fee / account holder | $662 | $12,406-94.7% | $10,767-93.9% | $11,409-94.2% |