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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 | $75,453 | $124,425-39.4% | $112,040-32.7% | $137,256-45.0% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.5%-3.8pp | 80.0%-7.2pp |
| Annual return | 3.80% | 24.72%-20.9pp | 24.52%-20.7pp | 220.34%-216.5pp |
| Employer contribution / active EE | $323 | $3,411-90.5% | $2,954-89.1% | $4,156-92.2% |
| Participant deferral / active EE | $4,400 | $5,718-23.1% | $5,098-13.7% | $6,407-31.3% |
| Admin fee / account holder | $20,230 | $15,207+33.0% | $12,098+67.2% | $12,270+64.9% |