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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 | $93,487 | $226,135-58.7% | $182,558-48.8% | $152,909-38.9% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.5%-7.5pp |
| Annual return | 4.30% | 192.60%-188.3pp | 148.59%-144.3pp | 345.46%-341.2pp |
| Employer contribution / active EE | $340 | $4,979-93.2% | $4,076-91.7% | $4,764-92.9% |
| Participant deferral / active EE | $1,345 | $6,371-78.9% | $5,526-75.7% | $5,851-77.0% |
| Admin fee / account holder | $1,453 | $10,707-86.4% | $8,594-83.1% | $11,601-87.5% |