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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 | $78,234 | $110,379-29.1% | $102,412-23.6% | $145,884-46.4% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 8.78% | 24.84%-16.1pp | 24.94%-16.2pp | 551.85%-543.1pp |
| Employer contribution / active EE | $657 | $4,216-84.4% | $3,870-83.0% | $4,662-85.9% |
| Participant deferral / active EE | $1,632 | $5,622-71.0% | $5,060-67.7% | $6,690-75.6% |
| Admin fee / account holder | $638 | $9,745-93.5% | $8,388-92.4% | $13,392-95.2% |