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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 | $81,278 | $172,111-52.8% | $150,298-45.9% | $137,256-40.8% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 11.16% | 69.37%-58.2pp | 62.79%-51.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $787 | $4,636-83.0% | $4,154-81.0% | $4,156-81.1% |
| Participant deferral / active EE | $5,047 | $6,166-18.2% | $5,453-7.4% | $6,407-21.2% |
| Admin fee / account holder | $62,970 | $16,471+282.3% | $14,116+346.1% | $12,270+413.2% |