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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 | $34,653 | $227,291-84.8% | $214,702-83.9% | $155,188-77.7% |
| Participation rate | 87.5% | 88.0%-0.5pp | 87.5%0pp | 80.8%+6.7pp |
| Annual return | 2.91% | 60.08%-57.2pp | 54.55%-51.6pp | 148.84%-145.9pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $16,545 | $9,582+72.7% | $9,147+80.9% | $6,531+153.3% |
| Admin fee / account holder | $1,841 | $20,413-91.0% | $19,830-90.7% | $14,480-87.3% |