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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 | $82,738 | $103,393-20.0% | $87,103-5.0% | $152,909-45.9% |
| Participation rate | 84.2% | 79.4%+4.9pp | 76.9%+7.3pp | 82.5%+1.8pp |
| Annual return | 4.81% | 28.10%-23.3pp | 28.19%-23.4pp | 345.46%-340.7pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,754 | $4,778-42.4% | $4,049-32.0% | $5,851-52.9% |
| Admin fee / account holder | $2,759 | $12,195-77.4% | $7,491-63.2% | $11,601-76.2% |