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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 | $52,685 | $107,368-50.9% | $92,915-43.3% | $152,909-65.5% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 2.20% | 145.64%-143.4pp | 109.45%-107.2pp | 345.46%-343.3pp |
| Employer contribution / active EE | $552 | $4,222-86.9% | $3,653-84.9% | $4,764-88.4% |
| Participant deferral / active EE | $2,747 | $4,848-43.3% | $4,238-35.2% | $5,851-53.1% |
| Admin fee / account holder | $6,814 | $7,082-3.8% | $5,796+17.6% | $11,601-41.3% |