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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 | $32,144 | $172,111-81.3% | $150,298-78.6% | $137,256-76.6% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 10.00% | 69.37%-59.4pp | 62.79%-52.8pp | 220.34%-210.3pp |
| Employer contribution / active EE | $670 | $4,636-85.6% | $4,154-83.9% | $4,156-83.9% |
| Participant deferral / active EE | $3,053 | $6,166-50.5% | $5,453-44.0% | $6,407-52.3% |
| Admin fee / account holder | $70,422 | $16,471+327.6% | $14,116+398.9% | $12,270+473.9% |