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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 | $61,743 | $136,860-54.9% | $120,344-48.7% | $154,746-60.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 7.47% | 21.38%-13.9pp | 20.30%-12.8pp | 172.34%-164.9pp |
| Employer contribution / active EE | $761 | $3,533-78.5% | $3,020-74.8% | $4,379-82.6% |
| Participant deferral / active EE | $7,610 | $5,793+31.4% | $5,135+48.2% | $6,730+13.1% |
| Admin fee / account holder | $3,392 | $15,393-78.0% | $12,742-73.4% | $14,365-76.4% |