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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 | $27,888 | $185,312-85.0% | $161,489-82.7% | $154,746-82.0% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 9.68% | 103.84%-94.2pp | 89.72%-80.0pp | 172.34%-162.7pp |
| Employer contribution / active EE | $968 | $4,769-79.7% | $4,268-77.3% | $4,379-77.9% |
| Participant deferral / active EE | $4,188 | $6,350-34.1% | $5,630-25.6% | $6,730-37.8% |
| Admin fee / account holder | $4,961 | $18,654-73.4% | $16,006-69.0% | $14,365-65.5% |