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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 | $29,524 | $72,071-59.0% | $68,368-56.8% | $137,256-78.5% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 11.92% | 353.14%-341.2pp | 292.57%-280.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,102 | $4,410+61.1% | $4,123+72.3% | $6,407+10.9% |
| Admin fee / account holder | $573 | $5,336-89.3% | $5,150-88.9% | $12,270-95.3% |