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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 | $93,472 | $211,105-55.7% | $178,449-47.6% | $145,978-36.0% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 6.37% | 30.19%-23.8pp | 27.09%-20.7pp | 550.52%-544.1pp |
| Employer contribution / active EE | $286 | $4,569-93.7% | $3,951-92.8% | $4,662-93.9% |
| Participant deferral / active EE | $1,495 | $6,959-78.5% | $6,277-76.2% | $6,690-77.6% |
| Admin fee / account holder | $19,215 | $12,017+59.9% | $10,362+85.4% | $13,400+43.4% |