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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 | $90,834 | $162,136-44.0% | $152,301-40.4% | $154,746-41.3% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 7.76% | 91.02%-83.3pp | 80.50%-72.7pp | 172.34%-164.6pp |
| Employer contribution / active EE | $16 | $4,890-99.7% | $4,624-99.7% | $4,379-99.6% |
| Participant deferral / active EE | $6,146 | $8,341-26.3% | $8,004-23.2% | $6,730-8.7% |
| Admin fee / account holder | $10,105 | $15,759-35.9% | $14,398-29.8% | $14,365-29.7% |