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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 | $75,002 | $183,539-59.1% | $155,556-51.8% | $145,897-48.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 7.27% | 61.31%-54.0pp | 64.84%-57.6pp | 552.29%-545.0pp |
| Employer contribution / active EE | $921 | $5,315-82.7% | $4,675-80.3% | $4,663-80.3% |
| Participant deferral / active EE | $6,240 | $6,467-3.5% | $5,631+10.8% | $6,689-6.7% |
| Admin fee / account holder | $329 | $19,275-98.3% | $15,885-97.9% | $13,390-97.5% |