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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 | $109,316 | $157,276-30.5% | $141,177-22.6% | $152,885-28.5% |
| Participation rate | 73.9% | 84.8%-10.9pp | 82.5%-8.6pp | 82.5%-8.5pp |
| Annual return | 9.01% | 64.33%-55.3pp | 71.40%-62.4pp | 345.39%-336.4pp |
| Employer contribution / active EE | $565 | $5,262-89.3% | $4,736-88.1% | $4,763-88.1% |
| Participant deferral / active EE | $6,021 | $7,110-15.3% | $6,710-10.3% | $5,851+2.9% |
| Admin fee / account holder | $4,002 | $12,123-67.0% | $10,263-61.0% | $11,598-65.5% |