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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 | $27,178 | $95,959-71.7% | $97,411-72.1% | $138,895-80.4% |
| Participation rate | 70.0% | 81.8%-11.8pp | 80.4%-10.4pp | 79.9%-9.9pp |
| Annual return | 8.13% | 29.30%-21.2pp | 34.72%-26.6pp | 145.39%-137.3pp |
| Employer contribution / active EE | $1,029 | $4,278-76.0% | $4,210-75.6% | $4,194-75.5% |
| Participant deferral / active EE | $1,846 | $5,876-68.6% | $5,886-68.6% | $6,396-71.1% |
| Admin fee / account holder | $9,105 | $7,555+20.5% | $7,145+27.4% | $12,562-27.5% |