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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 | $183,539-50.3% | $155,556-41.3% | $145,897-37.4% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 0.57% | 61.31%-60.7pp | 64.84%-64.3pp | 552.29%-551.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,692 | $6,467-42.9% | $5,631-34.4% | $6,689-44.8% |
| Admin fee / account holder | $7,558 | $19,275-60.8% | $15,885-52.4% | $13,390-43.6% |