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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 | $156,398-71.3% | $147,318-69.5% | $138,895-67.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 10.68% | 78.75%-68.1pp | 70.43%-59.7pp | 145.39%-134.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,527 | $8,237+52.1% | $7,906+58.4% | $6,396+95.8% |
| Admin fee / account holder | $5,260 | $14,976-64.9% | $13,708-61.6% | $12,562-58.1% |