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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 | $51,824 | $172,111-69.9% | $150,298-65.5% | $137,256-62.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 4.04% | 69.37%-65.3pp | 62.79%-58.7pp | 220.34%-216.3pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,891 | $6,166-20.7% | $5,453-10.3% | $6,407-23.7% |
| Admin fee / account holder | $1,231 | $16,471-92.5% | $14,116-91.3% | $12,270-90.0% |