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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 | $53,994 | $103,393-47.8% | $87,103-38.0% | $152,909-64.7% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.9%-6.9pp | 82.5%-12.5pp |
| Annual return | 9.74% | 28.10%-18.4pp | 28.19%-18.5pp | 345.46%-335.7pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,431 | $4,778-28.2% | $4,049-15.2% | $5,851-41.4% |
| Admin fee / account holder | $681 | $12,195-94.4% | $7,491-90.9% | $11,601-94.1% |