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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 | $104,143 | $114,119-8.7% | $107,187-2.8% | $138,895-25.0% |
| Participation rate | 72.7% | 78.1%-5.3pp | 75.0%-2.3pp | 79.9%-7.2pp |
| Annual return | 4.68% | 273.21%-268.5pp | 204.55%-199.9pp | 145.39%-140.7pp |
| Employer contribution / active EE | $746 | $4,059-81.6% | $3,782-80.3% | $4,194-82.2% |
| Participant deferral / active EE | $1,506 | $5,538-72.8% | $5,096-70.5% | $6,396-76.5% |
| Admin fee / account holder | $2,592 | $10,024-74.1% | $9,162-71.7% | $12,562-79.4% |