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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 | $99,909 | $197,637-49.4% | $177,848-43.8% | $158,982-37.2% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.7%-14.4pp | 82.0%-8.6pp |
| Annual return | 3.47% | 58.77%-55.3pp | 48.33%-44.9pp | 302.99%-299.5pp |
| Employer contribution / active EE | $1,207 | $6,698-82.0% | $5,919-79.6% | $4,763-74.7% |
| Participant deferral / active EE | $3,658 | $8,405-56.5% | $7,714-52.6% | $5,983-38.9% |
| Admin fee / account holder | $1,963 | $15,406-87.3% | $12,431-84.2% | $11,252-82.6% |