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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 | $91,582 | $166,268-44.9% | $165,100-44.5% | $145,897-37.2% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 7.07% | 100.52%-93.4pp | 70.21%-63.1pp | 552.29%-545.2pp |
| Employer contribution / active EE | $480 | $5,284-90.9% | $4,348-89.0% | $4,663-89.7% |
| Participant deferral / active EE | $3,440 | $6,964-50.6% | $6,035-43.0% | $6,689-48.6% |
| Admin fee / account holder | $12,868 | $16,659-22.8% | $12,696+1.4% | $13,390-3.9% |