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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 | $114,119-22.5% | $107,187-17.4% | $138,895-36.3% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.0%-3.6pp | 79.9%-8.5pp |
| Annual return | 6.84% | 273.21%-266.4pp | 204.55%-197.7pp | 145.39%-138.6pp |
| Employer contribution / active EE | $784 | $4,059-80.7% | $3,782-79.3% | $4,194-81.3% |
| Participant deferral / active EE | $5,111 | $5,538-7.7% | $5,096+0.3% | $6,396-20.1% |
| Admin fee / account holder | $33,607 | $10,024+235.3% | $9,162+266.8% | $12,562+167.5% |