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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 | $39,543 | $111,301-64.5% | $112,977-65.0% | $158,950-75.1% |
| Participation rate | 71.4% | 83.5%-12.1pp | 82.6%-11.1pp | 82.0%-10.5pp |
| Annual return | 7.09% | 26.40%-19.3pp | 24.24%-17.2pp | 302.91%-295.8pp |
| Employer contribution / active EE | $1,024 | $4,471-77.1% | $4,255-75.9% | $4,762-78.5% |
| Participant deferral / active EE | $5,767 | $5,880-1.9% | $5,836-1.2% | $5,983-3.6% |
| Admin fee / account holder | $333 | $8,392-96.0% | $6,294-94.7% | $11,248-97.0% |