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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 | $70,948 | $162,821-56.4% | $133,978-47.0% | $158,982-55.4% |
| Participation rate | 93.3% | 83.2%+10.1pp | 79.8%+13.5pp | 82.0%+11.4pp |
| Annual return | 4.20% | 41.95%-37.7pp | 45.10%-40.9pp | 302.99%-298.8pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,085 | $5,910-30.9% | $5,047-19.1% | $5,983-31.7% |
| Admin fee / account holder | $13,164 | $11,742+12.1% | $8,930+47.4% | $11,252+17.0% |