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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 | $28,271 | $154,228-81.7% | $145,433-80.6% | $137,256-79.4% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 7.51% | 74.59%-67.1pp | 66.58%-59.1pp | 220.34%-212.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,266 | $8,216-35.9% | $7,897-33.3% | $6,407-17.8% |
| Admin fee / account holder | $460 | $14,344-96.8% | $13,129-96.5% | $12,270-96.2% |