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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 | $60,995 | $176,120-65.4% | $159,487-61.8% | $167,553-63.6% |
| Participation rate | 76.9% | 85.0%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 8.70% | 331.95%-323.2pp | 263.71%-255.0pp | 478.89%-470.2pp |
| Employer contribution / active EE | $480 | $5,299-91.0% | $4,831-90.1% | $4,840-90.1% |
| Participant deferral / active EE | $2,823 | $7,752-63.6% | $7,354-61.6% | $6,343-55.5% |
| Admin fee / account holder | $875 | $12,561-93.0% | $10,804-91.9% | $12,316-92.9% |