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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 | $46,072 | $154,228-70.1% | $145,433-68.3% | $137,256-66.4% |
| Participation rate | 72.2% | 83.8%-11.6pp | 82.1%-9.9pp | 80.0%-7.7pp |
| Annual return | 12.44% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $350 | $4,804-92.7% | $4,554-92.3% | $4,156-91.6% |
| Participant deferral / active EE | $4,733 | $8,216-42.4% | $7,897-40.1% | $6,407-26.1% |
| Admin fee / account holder | $46,857 | $14,344+226.7% | $13,129+256.9% | $12,270+281.9% |