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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 | $41,654 | $124,425-66.5% | $112,040-62.8% | $137,256-69.7% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 9.44% | 24.72%-15.3pp | 24.52%-15.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $124 | $3,411-96.4% | $2,954-95.8% | $4,156-97.0% |
| Participant deferral / active EE | $2,004 | $5,718-65.0% | $5,098-60.7% | $6,407-68.7% |
| Admin fee / account holder | $1,086 | $15,207-92.9% | $12,098-91.0% | $12,270-91.2% |