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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 | $58,462 | $175,259-66.6% | $149,723-61.0% | $139,487-58.1% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 6.15% | 166.82%-160.7pp | 134.50%-128.4pp | 373.84%-367.7pp |
| Employer contribution / active EE | $1,034 | $5,478-81.1% | $4,821-78.5% | $4,755-78.2% |
| Participant deferral / active EE | $15,556 | $6,522+138.5% | $5,682+173.8% | $6,713+131.7% |
| Admin fee / account holder | $832 | $16,158-94.8% | $13,215-93.7% | $11,407-92.7% |