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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 | $68,631 | $111,535-38.5% | $105,223-34.8% | $137,256-50.0% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 8.39% | 237.85%-229.5pp | 180.65%-172.3pp | 220.34%-211.9pp |
| Employer contribution / active EE | $553 | $3,939-86.0% | $3,689-85.0% | $4,156-86.7% |
| Participant deferral / active EE | $2,505 | $5,500-54.5% | $5,072-50.6% | $6,407-60.9% |
| Admin fee / account holder | $5,283 | $9,721-45.7% | $8,859-40.4% | $12,270-56.9% |