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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 | $156,398-22.9% | $147,318-18.1% | $138,895-13.2% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 10.22% | 78.75%-68.5pp | 70.43%-60.2pp | 145.39%-135.2pp |
| Employer contribution / active EE | $414 | $4,853-91.5% | $4,593-91.0% | $4,194-90.1% |
| Participant deferral / active EE | $5,077 | $8,237-38.4% | $7,906-35.8% | $6,396-20.6% |
| Admin fee / account holder | $24,849 | $14,976+65.9% | $13,708+81.3% | $12,562+97.8% |