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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 | $56,277 | $181,062-68.9% | $158,223-64.4% | $155,188-63.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 4.45% | 57.39%-52.9pp | 52.09%-47.6pp | 148.84%-144.4pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,530 | $6,134+136.9% | $5,467+165.8% | $6,531+122.5% |
| Admin fee / account holder | $45,722 | $18,825+142.9% | $16,047+184.9% | $14,480+215.8% |