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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 | $67,867 | $183,539-63.0% | $155,556-56.4% | $145,897-53.5% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.3pp | 80.3%-1.7pp |
| Annual return | 8.59% | 61.31%-52.7pp | 64.84%-56.2pp | 552.29%-543.7pp |
| Employer contribution / active EE | $82 | $5,315-98.5% | $4,675-98.2% | $4,663-98.2% |
| Participant deferral / active EE | $2,925 | $6,467-54.8% | $5,631-48.1% | $6,689-56.3% |
| Admin fee / account holder | $11,629 | $19,275-39.7% | $15,885-26.8% | $13,390-13.2% |