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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 | $86,327 | $103,393-16.5% | $87,103-0.9% | $152,909-43.5% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 3.89% | 28.10%-24.2pp | 28.19%-24.3pp | 345.46%-341.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,609 | $4,778-45.4% | $4,049-35.6% | $5,851-55.4% |
| Admin fee / account holder | $1,413 | $12,195-88.4% | $7,491-81.1% | $11,601-87.8% |