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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 | $52,484 | $175,259-70.1% | $149,723-64.9% | $139,487-62.4% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.4pp | 80.3%-8.9pp |
| Annual return | 5.73% | 166.82%-161.1pp | 134.50%-128.8pp | 373.84%-368.1pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,308 | $6,522-64.6% | $5,682-59.4% | $6,713-65.6% |
| Admin fee / account holder | $1,603 | $16,158-90.1% | $13,215-87.9% | $11,407-85.9% |