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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 | $88,493 | $111,535-20.7% | $105,223-15.9% | $137,256-35.5% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 6.84% | 237.85%-231.0pp | 180.65%-173.8pp | 220.34%-213.5pp |
| Employer contribution / active EE | $784 | $3,939-80.1% | $3,689-78.7% | $4,156-81.1% |
| Participant deferral / active EE | $5,111 | $5,500-7.1% | $5,072+0.8% | $6,407-20.2% |
| Admin fee / account holder | $33,607 | $9,721+245.7% | $8,859+279.4% | $12,270+173.9% |