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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 | $107,027 | $116,203-7.9% | $93,621+14.3% | $152,909-30.0% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.8%+1.9pp | 82.5%-4.7pp |
| Annual return | 0.71% | 35.96%-35.3pp | 32.76%-32.0pp | 345.46%-344.8pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,261 | $4,605-29.2% | $4,070-19.9% | $5,851-44.3% |
| Admin fee / account holder | $3,086 | $10,751-71.3% | $7,890-60.9% | $11,601-73.4% |