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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 | $82,238 | $209,336-60.7% | $197,124-58.3% | $137,256-40.1% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 10.67% | 48.09%-37.4pp | 44.34%-33.7pp | 220.34%-209.7pp |
| Employer contribution / active EE | $5 | $6,591-99.9% | $6,227-99.9% | $4,156-99.9% |
| Participant deferral / active EE | $26,837 | $9,614+179.1% | $9,135+193.8% | $6,407+318.9% |
| Admin fee / account holder | $86,627 | $17,308+400.5% | $16,298+431.5% | $12,270+606.0% |