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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 | $80,512 | $126,661-36.4% | $113,397-29.0% | $138,895-42.0% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.5%-6.5pp | 79.9%-9.9pp |
| Annual return | 5.06% | 25.05%-20.0pp | 23.20%-18.1pp | 145.39%-140.3pp |
| Employer contribution / active EE | $573 | $3,456-83.4% | $2,977-80.7% | $4,194-86.3% |
| Participant deferral / active EE | $2,442 | $5,693-57.1% | $5,076-51.9% | $6,396-61.8% |
| Admin fee / account holder | $16,009 | $14,549+10.0% | $11,957+33.9% | $12,562+27.4% |