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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 | $36,546 | $174,379-79.0% | $152,093-76.0% | $138,895-73.7% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 7.18% | 74.86%-67.7pp | 66.36%-59.2pp | 145.39%-138.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,131 | $6,159-32.9% | $5,451-24.2% | $6,396-35.4% |
| Admin fee / account holder | $2,024 | $16,880-88.0% | $14,497-86.0% | $12,562-83.9% |