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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 | $52,775 | $154,228-65.8% | $145,433-63.7% | $137,256-61.6% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 9.05% | 74.59%-65.5pp | 66.58%-57.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,019 | $8,216-63.3% | $7,897-61.8% | $6,407-52.9% |
| Admin fee / account holder | $463 | $14,344-96.8% | $13,129-96.5% | $12,270-96.2% |