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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 | $73,314 | $98,760-25.8% | $149,710-51.0% | $79,860-8.2% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.5%+7.0pp | 69.6%+19.8pp |
| Annual return | 12.22% | 27.43%-15.2pp | 276.63%-264.4pp | 31.72%-19.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,679 | $5,681+52.8% | $6,842+26.8% | $3,740+132.0% |
| Admin fee / account holder | $3,472 | $6,053-42.6% | $9,309-62.7% | $5,306-34.6% |