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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 | $41,230 | $129,737-68.2% | $119,126-65.4% | $154,746-73.4% |
| Participation rate | 87.5% | 78.9%+8.6pp | 75.8%+11.7pp | 80.7%+6.8pp |
| Annual return | 8.01% | 379.08%-371.1pp | 282.11%-274.1pp | 172.34%-164.3pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,906 | $5,842-67.4% | $5,318-64.2% | $6,730-71.7% |
| Admin fee / account holder | $22,563 | $11,961+88.6% | $10,693+111.0% | $14,365+57.1% |