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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 | $83,254 | $155,555-46.5% | $146,866-43.3% | $155,188-46.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 7.30% | 115.41%-108.1pp | 102.85%-95.6pp | 148.84%-141.5pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,546 | $8,044-43.5% | $7,759-41.4% | $6,531-30.4% |
| Admin fee / account holder | $1,170 | $14,755-92.1% | $13,620-91.4% | $14,480-91.9% |