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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 | $71,787 | $149,679-52.0% | $117,039-38.7% | $147,586-51.4% |
| Participation rate | 90.0% | 83.5%+6.5pp | 77.2%+12.8pp | 82.8%+7.2pp |
| Annual return | 3.63% | 19.31%-15.7pp | 18.95%-15.3pp | 578.59%-575.0pp |
| Employer contribution / active EE | $783 | $4,937-84.1% | $3,785-79.3% | $4,876-83.9% |
| Participant deferral / active EE | $4,800 | $4,912-2.3% | $3,929+22.2% | $5,439-11.7% |
| Admin fee / account holder | $2,443 | $7,856-68.9% | $5,974-59.1% | $10,886-77.6% |