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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 | $105,241 | $156,398-32.7% | $147,318-28.6% | $138,895-24.2% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.1pp | 79.9%-1.0pp |
| Annual return | 9.25% | 78.75%-69.5pp | 70.43%-61.2pp | 145.39%-136.1pp |
| Employer contribution / active EE | $472 | $4,853-90.3% | $4,593-89.7% | $4,194-88.8% |
| Participant deferral / active EE | $5,227 | $8,237-36.6% | $7,906-33.9% | $6,396-18.3% |
| Admin fee / account holder | $3,580 | $14,976-76.1% | $13,708-73.9% | $12,562-71.5% |