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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 | $33,638 | $117,829-71.5% | $102,423-67.2% | $145,877-76.9% |
| Participation rate | 73.9% | 78.6%-4.7pp | 76.5%-2.6pp | 80.3%-6.4pp |
| Annual return | 8.01% | 31.83%-23.8pp | 29.42%-21.4pp | 551.28%-543.3pp |
| Employer contribution / active EE | $728 | $3,615-79.9% | $3,023-75.9% | $4,663-84.4% |
| Participant deferral / active EE | $4,326 | $5,732-24.5% | $5,054-14.4% | $6,691-35.3% |
| Admin fee / account holder | $20,822 | $13,335+56.1% | $9,455+120.2% | $13,402+55.4% |