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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 | $223,823-55.2% | $211,142-52.5% | $154,746-35.1% |
| Participation rate | 77.8% | 87.9%-10.1pp | 87.3%-9.5pp | 80.7%-2.9pp |
| Annual return | 9.45% | 50.39%-40.9pp | 46.84%-37.4pp | 172.34%-162.9pp |
| Employer contribution / active EE | $1,107 | $6,787-83.7% | $6,442-82.8% | $4,379-74.7% |
| Participant deferral / active EE | $5,200 | $9,750-46.7% | $9,284-44.0% | $6,730-22.7% |
| Admin fee / account holder | $44,320 | $19,707+124.9% | $19,076+132.3% | $14,365+208.5% |