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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 | $72,346 | $162,529-55.5% | $130,788-44.7% | $154,746-53.2% |
| Participation rate | 81.0% | 75.9%+5.1pp | 70.1%+10.9pp | 80.7%+0.3pp |
| Annual return | 6.75% | 510.48%-503.7pp | 386.44%-379.7pp | 172.34%-165.6pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,987 | $4,808-58.7% | $4,137-52.0% | $6,730-70.5% |
| Admin fee / account holder | $20,362 | $7,669+165.5% | $6,673+205.2% | $14,365+41.7% |