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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 | $81,561 | $111,814-27.1% | $103,378-21.1% | $145,978-44.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 8.34% | 24.80%-16.5pp | 24.91%-16.6pp | 550.52%-542.2pp |
| Employer contribution / active EE | $783 | $4,215-81.4% | $3,870-79.8% | $4,662-83.2% |
| Participant deferral / active EE | $3,943 | $5,618-29.8% | $5,058-22.0% | $6,690-41.1% |
| Admin fee / account holder | $976 | $9,764-90.0% | $8,401-88.4% | $13,400-92.7% |