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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 | $45,267 | $157,276-71.2% | $141,177-67.9% | $152,885-70.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 9.87% | 64.33%-54.5pp | 71.40%-61.5pp | 345.39%-335.5pp |
| Employer contribution / active EE | $47 | $5,262-99.1% | $4,736-99.0% | $4,763-99.0% |
| Participant deferral / active EE | $3,030 | $7,110-57.4% | $6,710-54.8% | $5,851-48.2% |
| Admin fee / account holder | $12,809 | $12,123+5.7% | $10,263+24.8% | $11,598+10.4% |