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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 | $57,267 | $165,381-65.4% | $149,730-61.8% | $158,966-64.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 4.79% | 348.29%-343.5pp | 276.70%-271.9pp | 302.95%-298.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,488 | $7,182-23.6% | $6,843-19.8% | $5,983-8.3% |
| Admin fee / account holder | $3,794 | $10,809-64.9% | $9,310-59.2% | $11,250-66.3% |