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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 | $63,916 | $124,330-48.6% | $109,173-41.5% | $167,536-61.8% |
| Participation rate | 83.3% | 79.5%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 8.23% | 26.04%-17.8pp | 25.75%-17.5pp | 478.82%-470.6pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,052 | $5,256-22.9% | $4,654-12.9% | $6,342-36.1% |
| Admin fee / account holder | $9,372 | $7,974+17.5% | $6,755+38.7% | $12,315-23.9% |