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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 | $55,160 | $135,956-59.4% | $123,894-55.5% | $273,972-79.9% |
| Participation rate | 85.0% | 84.1%+0.9pp | 81.4%+3.6pp | 83.0%+2.0pp |
| Annual return | 1.25% | 56.63%-55.4pp | 47.52%-46.3pp | 41.46%-40.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,390 | $6,343+0.8% | $5,984+6.8% | $5,287+20.9% |
| Admin fee / account holder | $18,367 | $9,817+87.1% | $8,357+119.8% | $10,133+81.3% |