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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 | $146,483 | $223,823-34.6% | $211,142-30.6% | $154,746-5.3% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 7.63% | 50.39%-42.8pp | 46.84%-39.2pp | 172.34%-164.7pp |
| Employer contribution / active EE | $868 | $6,787-87.2% | $6,442-86.5% | $4,379-80.2% |
| Participant deferral / active EE | $3,754 | $9,750-61.5% | $9,284-59.6% | $6,730-44.2% |
| Admin fee / account holder | $31,131 | $19,707+58.0% | $19,076+63.2% | $14,365+116.7% |