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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 | $35,592 | $135,956-73.8% | $123,894-71.3% | $273,972-87.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 2.10% | 56.63%-54.5pp | 47.52%-45.4pp | 41.46%-39.4pp |
| Employer contribution / active EE | $686 | $5,170-86.7% | $4,617-85.1% | $4,869-85.9% |
| Participant deferral / active EE | $2,980 | $6,343-53.0% | $5,984-50.2% | $5,287-43.6% |
| Admin fee / account holder | $9,543 | $9,817-2.8% | $8,357+14.2% | $10,133-5.8% |