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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 | $40,355 | $209,336-80.7% | $197,124-79.5% | $137,256-70.6% |
| Participation rate | 76.9% | 87.3%-10.4pp | 86.7%-9.8pp | 80.0%-3.0pp |
| Annual return | 9.38% | 48.09%-38.7pp | 44.34%-35.0pp | 220.34%-211.0pp |
| Employer contribution / active EE | $764 | $6,591-88.4% | $6,227-87.7% | $4,156-81.6% |
| Participant deferral / active EE | $4,841 | $9,614-49.6% | $9,135-47.0% | $6,407-24.4% |
| Admin fee / account holder | $7,614 | $17,308-56.0% | $16,298-53.3% | $12,270-37.9% |