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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 | $91,188 | $124,425-26.7% | $112,040-18.6% | $137,256-33.6% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 6.77% | 24.72%-17.9pp | 24.52%-17.7pp | 220.34%-213.6pp |
| Employer contribution / active EE | $303 | $3,411-91.1% | $2,954-89.8% | $4,156-92.7% |
| Participant deferral / active EE | $3,455 | $5,718-39.6% | $5,098-32.2% | $6,407-46.1% |
| Admin fee / account holder | $9,698 | $15,207-36.2% | $12,098-19.8% | $12,270-21.0% |