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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 | $172,111-49.8% | $150,298-42.5% | $137,256-37.1% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 7.22% | 69.37%-62.2pp | 62.79%-55.6pp | 220.34%-213.1pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,687 | $6,166-72.6% | $5,453-69.1% | $6,407-73.7% |
| Admin fee / account holder | $3,237 | $16,471-80.3% | $14,116-77.1% | $12,270-73.6% |