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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 | $41,541 | $172,111-75.9% | $150,298-72.4% | $137,256-69.7% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 6.60% | 69.37%-62.8pp | 62.79%-56.2pp | 220.34%-213.7pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,771 | $6,166-55.1% | $5,453-49.2% | $6,407-56.8% |
| Admin fee / account holder | $4,617 | $16,471-72.0% | $14,116-67.3% | $12,270-62.4% |