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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 | $45,680 | $209,336-78.2% | $197,124-76.8% | $137,256-66.7% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 6.12% | 48.09%-42.0pp | 44.34%-38.2pp | 220.34%-214.2pp |
| Employer contribution / active EE | $125 | $6,591-98.1% | $6,227-98.0% | $4,156-97.0% |
| Participant deferral / active EE | $5,193 | $9,614-46.0% | $9,135-43.2% | $6,407-19.0% |
| Admin fee / account holder | $1,365 | $17,308-92.1% | $16,298-91.6% | $12,270-88.9% |