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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 | $73,174 | $111,535-34.4% | $105,223-30.5% | $137,256-46.7% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 10.08% | 237.85%-227.8pp | 180.65%-170.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $246 | $3,939-93.8% | $3,689-93.3% | $4,156-94.1% |
| Participant deferral / active EE | $2,895 | $5,500-47.4% | $5,072-42.9% | $6,407-54.8% |
| Admin fee / account holder | $10,003 | $9,721+2.9% | $8,859+12.9% | $12,270-18.5% |