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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 | $83,959 | $185,312-54.7% | $161,489-48.0% | $154,746-45.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 4.00% | 103.84%-99.8pp | 89.72%-85.7pp | 172.34%-168.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,013 | $6,350-21.0% | $5,630-11.0% | $6,730-25.5% |
| Admin fee / account holder | $3,698 | $18,654-80.2% | $16,006-76.9% | $14,365-74.3% |