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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 | $174,379-76.2% | $152,093-72.7% | $138,895-70.1% |
| Participation rate | 84.6% | 81.6%+3.0pp | 77.8%+6.8pp | 79.9%+4.7pp |
| Annual return | 6.60% | 74.86%-68.3pp | 66.36%-59.8pp | 145.39%-138.8pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,771 | $6,159-55.0% | $5,451-49.2% | $6,396-56.7% |
| Admin fee / account holder | $4,617 | $16,880-72.6% | $14,497-68.2% | $12,562-63.2% |