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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 | $37,327 | $183,539-79.7% | $155,556-76.0% | $145,897-74.4% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 4.01% | 61.31%-57.3pp | 64.84%-60.8pp | 552.29%-548.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,717 | $6,467-58.0% | $5,631-51.7% | $6,689-59.4% |
| Admin fee / account holder | $1,116 | $19,275-94.2% | $15,885-93.0% | $13,390-91.7% |