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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 | $84,476 | $124,346-32.1% | $111,306-24.1% | $167,553-49.6% |
| Participation rate | 95.7% | 79.6%+16.0pp | 77.3%+18.3pp | 82.1%+13.5pp |
| Annual return | 5.40% | 37.46%-32.1pp | 54.67%-49.3pp | 478.89%-473.5pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,025 | $5,182-41.6% | $4,488-32.6% | $6,343-52.3% |
| Admin fee / account holder | $7,474 | $10,623-29.6% | $7,966-6.2% | $12,316-39.3% |