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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 | $68,583 | $184,000-62.7% | $162,185-57.7% | $152,909-55.1% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.6%-14.2pp | 82.5%-9.1pp |
| Annual return | 4.36% | 150.80%-146.4pp | 115.61%-111.2pp | 345.46%-341.1pp |
| Employer contribution / active EE | $857 | $6,370-86.6% | $5,613-84.7% | $4,764-82.0% |
| Participant deferral / active EE | $4,691 | $8,033-41.6% | $7,297-35.7% | $5,851-19.8% |
| Admin fee / account holder | $310 | $13,124-97.6% | $10,844-97.1% | $11,601-97.3% |