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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 | $92,488 | $185,856-50.2% | $170,028-45.6% | $139,456-33.7% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 0.71% | 60.52%-59.8pp | 53.39%-52.7pp | 373.45%-372.7pp |
| Employer contribution / active EE | $1,395 | $7,593-81.6% | $6,788-79.5% | $4,753-70.7% |
| Participant deferral / active EE | $12,432 | $11,623+7.0% | $10,409+19.4% | $6,711+85.2% |
| Admin fee / account holder | $398 | $15,387-97.4% | $12,820-96.9% | $11,407-96.5% |