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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 | $39,439 | $183,516-78.5% | $155,534-74.6% | $145,884-73.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 8.29% | 61.43%-53.1pp | 64.92%-56.6pp | 551.85%-543.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,366 | $6,467-1.6% | $5,630+13.1% | $6,690-4.8% |
| Admin fee / account holder | $2,373 | $19,293-87.7% | $15,900-85.1% | $13,392-82.3% |