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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 | $44,939 | $162,136-72.3% | $152,301-70.5% | $154,746-71.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 10.68% | 91.02%-80.3pp | 80.50%-69.8pp | 172.34%-161.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,527 | $8,341+50.2% | $8,004+56.5% | $6,730+86.1% |
| Admin fee / account holder | $5,260 | $15,759-66.6% | $14,398-63.5% | $14,365-63.4% |