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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 | $73,398 | $103,392-29.0% | $87,104-15.7% | $152,897-52.0% |
| Participation rate | 72.7% | 79.4%-6.6pp | 76.9%-4.1pp | 82.5%-9.7pp |
| Annual return | 10.04% | 28.10%-18.1pp | 28.19%-18.2pp | 345.43%-335.4pp |
| Employer contribution / active EE | $253 | $3,221-92.1% | $2,521-90.0% | $4,764-94.7% |
| Participant deferral / active EE | $5,138 | $4,778+7.5% | $4,048+26.9% | $5,851-12.2% |
| Admin fee / account holder | $22,409 | $12,194+83.8% | $7,491+199.1% | $11,599+93.2% |