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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 | $154,228-41.1% | $145,433-37.5% | $137,256-33.8% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 7.76% | 74.59%-66.8pp | 66.58%-58.8pp | 220.34%-212.6pp |
| Employer contribution / active EE | $16 | $4,804-99.7% | $4,554-99.6% | $4,156-99.6% |
| Participant deferral / active EE | $6,146 | $8,216-25.2% | $7,897-22.2% | $6,407-4.1% |
| Admin fee / account holder | $10,105 | $14,344-29.5% | $13,129-23.0% | $12,270-17.6% |