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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 | $81,410 | $155,555-47.7% | $146,866-44.6% | $155,188-47.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 0.53% | 115.41%-114.9pp | 102.85%-102.3pp | 148.84%-148.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,140 | $8,044+1.2% | $7,759+4.9% | $6,531+24.6% |
| Admin fee / account holder | $10,703 | $14,755-27.5% | $13,620-21.4% | $14,480-26.1% |