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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 | $56,750 | $135,956-58.3% | $123,894-54.2% | $273,972-79.3% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 3.44% | 56.63%-53.2pp | 47.52%-44.1pp | 41.46%-38.0pp |
| Employer contribution / active EE | $496 | $5,170-90.4% | $4,617-89.3% | $4,869-89.8% |
| Participant deferral / active EE | $4,277 | $6,343-32.6% | $5,984-28.5% | $5,287-19.1% |
| Admin fee / account holder | $8,755 | $9,817-10.8% | $8,357+4.8% | $10,133-13.6% |