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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 | $113,295 | $152,612-25.8% | $125,192-9.5% | $152,897-25.9% |
| Participation rate | 77.3% | 83.3%-6.1pp | 79.8%-2.5pp | 82.5%-5.2pp |
| Annual return | 1.26% | 54.85%-53.6pp | 43.79%-42.5pp | 345.43%-344.2pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,183 | $5,868-11.7% | $4,937+5.0% | $5,851-11.4% |
| Admin fee / account holder | $4,859 | $13,437-63.8% | $9,704-49.9% | $11,599-58.1% |