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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 | $100,378 | $209,336-52.0% | $197,124-49.1% | $137,256-26.9% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 9.45% | 48.09%-38.6pp | 44.34%-34.9pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,107 | $6,591-83.2% | $6,227-82.2% | $4,156-73.4% |
| Participant deferral / active EE | $5,200 | $9,614-45.9% | $9,135-43.1% | $6,407-18.8% |
| Admin fee / account holder | $44,320 | $17,308+156.1% | $16,298+171.9% | $12,270+261.2% |