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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 | $183,592-55.4% | $155,574-47.4% | $145,877-43.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 6.27% | 61.37%-55.1pp | 64.87%-58.6pp | 551.28%-545.0pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,428 | $6,466-47.0% | $5,629-39.1% | $6,691-48.8% |
| Admin fee / account holder | $70,647 | $19,316+265.7% | $15,914+343.9% | $13,402+427.1% |