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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 | $120,608 | $154,228-21.8% | $145,433-17.1% | $137,256-12.1% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 10.22% | 74.59%-64.4pp | 66.58%-56.4pp | 220.34%-210.1pp |
| Employer contribution / active EE | $414 | $4,804-91.4% | $4,554-90.9% | $4,156-90.1% |
| Participant deferral / active EE | $5,077 | $8,216-38.2% | $7,897-35.7% | $6,407-20.8% |
| Admin fee / account holder | $24,849 | $14,344+73.2% | $13,129+89.3% | $12,270+102.5% |