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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 | $183,516-59.1% | $155,534-51.8% | $145,884-48.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 7.27% | 61.43%-54.2pp | 64.92%-57.6pp | 551.85%-544.6pp |
| Employer contribution / active EE | $921 | $5,315-82.7% | $4,675-80.3% | $4,662-80.3% |
| Participant deferral / active EE | $6,240 | $6,467-3.5% | $5,630+10.8% | $6,690-6.7% |
| Admin fee / account holder | $329 | $19,293-98.3% | $15,900-97.9% | $13,392-97.5% |