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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 | $43,771 | $111,535-60.8% | $105,223-58.4% | $137,256-68.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 9.56% | 237.85%-228.3pp | 180.65%-171.1pp | 220.34%-210.8pp |
| Employer contribution / active EE | $614 | $3,939-84.4% | $3,689-83.3% | $4,156-85.2% |
| Participant deferral / active EE | $5,464 | $5,500-0.7% | $5,072+7.7% | $6,407-14.7% |
| Admin fee / account holder | $1,866 | $9,721-80.8% | $8,859-78.9% | $12,270-84.8% |