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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 | $185,312-80.3% | $161,489-77.4% | $154,746-76.4% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 7.18% | 103.84%-96.7pp | 89.72%-82.5pp | 172.34%-165.2pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,131 | $6,350-34.9% | $5,630-26.6% | $6,730-38.6% |
| Admin fee / account holder | $2,024 | $18,654-89.2% | $16,006-87.4% | $14,365-85.9% |