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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 | $37,390 | $175,259-78.7% | $149,723-75.0% | $139,487-73.2% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 3.34% | 166.82%-163.5pp | 134.50%-131.2pp | 373.84%-370.5pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,077 | $6,522-22.2% | $5,682-10.7% | $6,713-24.4% |
| Admin fee / account holder | $1,086 | $16,158-93.3% | $13,215-91.8% | $11,407-90.5% |