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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 | $69,489 | $154,228-54.9% | $145,433-52.2% | $137,256-49.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 2.23% | 74.59%-72.4pp | 66.58%-64.3pp | 220.34%-218.1pp |
| Employer contribution / active EE | $219 | $4,804-95.4% | $4,554-95.2% | $4,156-94.7% |
| Participant deferral / active EE | $4,699 | $8,216-42.8% | $7,897-40.5% | $6,407-26.6% |
| Admin fee / account holder | $242,486 | $14,344+1590.6% | $13,129+1746.9% | $12,270+1876.2% |