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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 | $51,777 | $129,737-60.1% | $119,126-56.5% | $154,746-66.5% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 8.32% | 379.08%-370.8pp | 282.11%-273.8pp | 172.34%-164.0pp |
| Employer contribution / active EE | $932 | $4,375-78.7% | $4,034-76.9% | $4,379-78.7% |
| Participant deferral / active EE | $3,428 | $5,842-41.3% | $5,318-35.5% | $6,730-49.1% |
| Admin fee / account holder | $7,777 | $11,961-35.0% | $10,693-27.3% | $14,365-45.9% |