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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 | $43,237 | $115,911-62.7% | $100,530-57.0% | $158,950-72.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 6.46% | 34.80%-28.3pp | 30.89%-24.4pp | 302.91%-296.5pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,020 | $6,676-24.8% | $6,271-19.9% | $5,983-16.1% |
| Admin fee / account holder | $4,418 | $10,999-59.8% | $8,083-45.3% | $11,248-60.7% |