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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 | $162,136-57.1% | $152,301-54.4% | $154,746-55.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 2.23% | 91.02%-88.8pp | 80.50%-78.3pp | 172.34%-170.1pp |
| Employer contribution / active EE | $219 | $4,890-95.5% | $4,624-95.3% | $4,379-95.0% |
| Participant deferral / active EE | $4,699 | $8,341-43.7% | $8,004-41.3% | $6,730-30.2% |
| Admin fee / account holder | $242,486 | $15,759+1438.7% | $14,398+1584.2% | $14,365+1588.0% |