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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 | $117,859-30.9% | $102,438-20.5% | $145,959-44.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 7.80% | 31.72%-23.9pp | 29.37%-21.6pp | 561.95%-554.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,914 | $5,732+3.2% | $5,054+17.0% | $6,689-11.6% |
| Admin fee / account holder | $3,568 | $13,318-73.2% | $9,448-62.2% | $13,398-73.4% |