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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 | $81,444 | $117,895-30.9% | $102,460-20.5% | $145,897-44.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 7.80% | 31.92%-24.1pp | 29.47%-21.7pp | 552.29%-544.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,914 | $5,736+3.1% | $5,056+17.0% | $6,689-11.6% |
| Admin fee / account holder | $3,568 | $13,353-73.3% | $9,460-62.3% | $13,390-73.4% |