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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 | $162,136-25.6% | $152,301-20.8% | $154,746-22.1% |
| Participation rate | 70.0% | 84.1%-14.1pp | 82.4%-12.4pp | 80.7%-10.7pp |
| Annual return | 10.22% | 91.02%-80.8pp | 80.50%-70.3pp | 172.34%-162.1pp |
| Employer contribution / active EE | $414 | $4,890-91.5% | $4,624-91.1% | $4,379-90.6% |
| Participant deferral / active EE | $5,077 | $8,341-39.1% | $8,004-36.6% | $6,730-24.6% |
| Admin fee / account holder | $24,849 | $15,759+57.7% | $14,398+72.6% | $14,365+73.0% |