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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 | $27,381 | $155,555-82.4% | $146,866-81.4% | $155,188-82.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 8.49% | 115.41%-106.9pp | 102.85%-94.4pp | 148.84%-140.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,519 | $8,044+18.3% | $7,759+22.7% | $6,531+45.7% |
| Admin fee / account holder | $20,796 | $14,755+40.9% | $13,620+52.7% | $14,480+43.6% |