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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 | $135,811 | $228,352-40.5% | $185,835-26.9% | $158,966-14.6% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | 1.37% | 40.81%-39.4pp | 35.96%-34.6pp | 302.95%-301.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,498 | $6,416+16.9% | $5,633+33.1% | $5,983+25.3% |
| Admin fee / account holder | $27,726 | $11,867+133.6% | $9,502+191.8% | $11,250+146.5% |