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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 | $37,362 | $111,814-66.6% | $103,374-63.9% | $145,959-74.4% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 3.52% | 24.77%-21.2pp | 24.89%-21.4pp | 561.95%-558.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,872 | $5,618-31.1% | $5,058-23.4% | $6,689-42.1% |
| Admin fee / account holder | $9,119 | $9,754-6.5% | $8,394+8.6% | $13,398-31.9% |