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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 | $51,836 | $185,312-72.0% | $161,489-67.9% | $154,746-66.5% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 9.41% | 103.84%-94.4pp | 89.72%-80.3pp | 172.34%-162.9pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,386 | $6,350-46.7% | $5,630-39.9% | $6,730-49.7% |
| Admin fee / account holder | $26,937 | $18,654+44.4% | $16,006+68.3% | $14,365+87.5% |