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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 | $223,823-79.6% | $211,142-78.4% | $154,746-70.5% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 6.12% | 50.39%-44.3pp | 46.84%-40.7pp | 172.34%-166.2pp |
| Employer contribution / active EE | $125 | $6,787-98.2% | $6,442-98.1% | $4,379-97.1% |
| Participant deferral / active EE | $5,193 | $9,750-46.7% | $9,284-44.1% | $6,730-22.8% |
| Admin fee / account holder | $1,365 | $19,707-93.1% | $19,076-92.8% | $14,365-90.5% |