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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 | $75,717 | $124,425-39.1% | $112,040-32.4% | $137,256-44.8% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 8.88% | 24.72%-15.8pp | 24.52%-15.6pp | 220.34%-211.5pp |
| Employer contribution / active EE | $434 | $3,411-87.3% | $2,954-85.3% | $4,156-89.6% |
| Participant deferral / active EE | $2,126 | $5,718-62.8% | $5,098-58.3% | $6,407-66.8% |
| Admin fee / account holder | $35,164 | $15,207+131.2% | $12,098+190.7% | $12,270+186.6% |