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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 | $81,810 | $183,539-55.4% | $155,556-47.4% | $145,897-43.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 6.27% | 61.31%-55.0pp | 64.84%-58.6pp | 552.29%-546.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,428 | $6,467-47.0% | $5,631-39.1% | $6,689-48.8% |
| Admin fee / account holder | $70,647 | $19,275+266.5% | $15,885+344.7% | $13,390+427.6% |