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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 | $54,597 | $152,592-64.2% | $125,180-56.4% | $152,885-64.3% |
| Participation rate | 73.3% | 83.3%-10.0pp | 79.8%-6.4pp | 82.5%-9.1pp |
| Annual return | 9.02% | 54.84%-45.8pp | 43.79%-34.8pp | 345.39%-336.4pp |
| Employer contribution / active EE | $59 | $4,947-98.8% | $3,866-98.5% | $4,763-98.8% |
| Participant deferral / active EE | $2,489 | $5,868-57.6% | $4,937-49.6% | $5,851-57.5% |
| Admin fee / account holder | $22,984 | $13,435+71.1% | $9,703+136.9% | $11,598+98.2% |