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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 | $91,260 | $183,592-50.3% | $155,567-41.3% | $145,959-37.5% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 0.57% | 61.24%-60.7pp | 64.74%-64.2pp | 561.95%-561.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,692 | $6,464-42.9% | $5,628-34.4% | $6,689-44.8% |
| Admin fee / account holder | $7,558 | $19,318-60.9% | $15,916-52.5% | $13,398-43.6% |