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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 | $86,560 | $117,846-26.5% | $102,434-15.5% | $145,884-40.7% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 6.28% | 31.90%-25.6pp | 29.46%-23.2pp | 551.85%-545.6pp |
| Employer contribution / active EE | $444 | $3,615-87.7% | $3,023-85.3% | $4,662-90.5% |
| Participant deferral / active EE | $2,918 | $5,733-49.1% | $5,055-42.3% | $6,690-56.4% |
| Admin fee / account holder | $11,089 | $13,356-17.0% | $9,462+17.2% | $13,392-17.2% |