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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 | $86,357 | $174,379-50.5% | $152,093-43.2% | $138,895-37.8% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 7.22% | 74.86%-67.6pp | 66.36%-59.1pp | 145.39%-138.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,687 | $6,159-72.6% | $5,451-69.0% | $6,396-73.6% |
| Admin fee / account holder | $3,237 | $16,880-80.8% | $14,497-77.7% | $12,562-74.2% |