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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 | $79,534 | $157,304-49.4% | $141,197-43.7% | $152,909-48.0% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 13.49% | 64.34%-50.9pp | 71.41%-57.9pp | 345.46%-332.0pp |
| Employer contribution / active EE | $60 | $5,263-98.9% | $4,736-98.7% | $4,764-98.7% |
| Participant deferral / active EE | $5,524 | $7,111-22.3% | $6,710-17.7% | $5,851-5.6% |
| Admin fee / account holder | $28,563 | $12,126+135.6% | $10,265+178.3% | $11,601+146.2% |