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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 | $117,829-30.9% | $102,423-20.5% | $145,877-44.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 7.80% | 31.83%-24.0pp | 29.42%-21.6pp | 551.28%-543.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,914 | $5,732+3.2% | $5,054+17.0% | $6,691-11.6% |
| Admin fee / account holder | $3,568 | $13,335-73.2% | $9,455-62.3% | $13,402-73.4% |