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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 | $100,425 | $157,304-36.2% | $141,197-28.9% | $152,909-34.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 14.54% | 64.34%-49.8pp | 71.41%-56.9pp | 345.46%-330.9pp |
| Employer contribution / active EE | $617 | $5,263-88.3% | $4,736-87.0% | $4,764-87.0% |
| Participant deferral / active EE | $3,161 | $7,111-55.6% | $6,710-52.9% | $5,851-46.0% |
| Admin fee / account holder | $3,729 | $12,126-69.2% | $10,265-63.7% | $11,601-67.9% |