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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 | $21,818 | $176,077-87.6% | $159,455-86.3% | $167,518-87.0% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 7.15% | 331.83%-324.7pp | 263.63%-256.5pp | 478.71%-471.6pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,686 | $7,751-52.4% | $7,353-49.9% | $6,342-41.9% |
| Admin fee / account holder | $10,700 | $12,556-14.8% | $10,800-0.9% | $12,312-13.1% |