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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 | $52,590 | $199,109-73.6% | $173,730-69.7% | $154,746-66.0% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.6%-8.1pp | 80.7%-9.3pp |
| Annual return | 8.73% | 20.02%-11.3pp | 19.96%-11.2pp | 172.34%-163.6pp |
| Employer contribution / active EE | $529 | $5,311-90.0% | $4,577-88.4% | $4,379-87.9% |
| Participant deferral / active EE | $2,453 | $7,113-65.5% | $6,326-61.2% | $6,730-63.6% |
| Admin fee / account holder | $65,626 | $20,916+213.8% | $17,523+274.5% | $14,365+356.8% |