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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 | $35,549 | $183,516-80.6% | $155,534-77.1% | $145,884-75.6% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 7.51% | 61.43%-53.9pp | 64.92%-57.4pp | 551.85%-544.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,281 | $6,467-64.7% | $5,630-59.5% | $6,690-65.9% |
| Admin fee / account holder | $8,647 | $19,293-55.2% | $15,900-45.6% | $13,392-35.4% |