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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 | $40,212 | $183,592-78.1% | $155,567-74.2% | $145,959-72.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 6.68% | 61.24%-54.6pp | 64.74%-58.1pp | 561.95%-555.3pp |
| Employer contribution / active EE | $743 | $5,315-86.0% | $4,674-84.1% | $4,661-84.1% |
| Participant deferral / active EE | $2,208 | $6,464-65.8% | $5,628-60.8% | $6,689-67.0% |
| Admin fee / account holder | $6,064 | $19,318-68.6% | $15,916-61.9% | $13,398-54.7% |