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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 | $65,303 | $157,304-58.5% | $141,197-53.8% | $152,909-57.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 5.33% | 64.34%-59.0pp | 71.41%-66.1pp | 345.46%-340.1pp |
| Employer contribution / active EE | $817 | $5,263-84.5% | $4,736-82.7% | $4,764-82.8% |
| Participant deferral / active EE | $3,378 | $7,111-52.5% | $6,710-49.7% | $5,851-42.3% |
| Admin fee / account holder | $7,300 | $12,126-39.8% | $10,265-28.9% | $11,601-37.1% |