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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 | $115,227 | $176,105-34.6% | $159,474-27.7% | $167,536-31.2% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 6.88% | 331.91%-325.0pp | 263.68%-256.8pp | 478.82%-471.9pp |
| Employer contribution / active EE | $720 | $5,299-86.4% | $4,831-85.1% | $4,839-85.1% |
| Participant deferral / active EE | $3,688 | $7,751-52.4% | $7,353-49.9% | $6,342-41.9% |
| Admin fee / account holder | $6,875 | $12,559-45.3% | $10,802-36.4% | $12,315-44.2% |