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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 | $58,539 | $157,304-62.8% | $141,197-58.5% | $152,909-61.7% |
| Participation rate | 79.2% | 84.8%-5.7pp | 82.5%-3.3pp | 82.5%-3.3pp |
| Annual return | 3.78% | 64.34%-60.6pp | 71.41%-67.6pp | 345.46%-341.7pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,520 | $7,111-64.6% | $6,710-62.4% | $5,851-56.9% |
| Admin fee / account holder | $9,407 | $12,126-22.4% | $10,265-8.4% | $11,601-18.9% |