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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 | $45,134 | $72,071-37.4% | $68,368-34.0% | $137,256-67.1% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 6.66% | 353.14%-346.5pp | 292.57%-285.9pp | 220.34%-213.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,315 | $4,410-47.5% | $4,123-43.8% | $6,407-63.9% |
| Admin fee / account holder | $1,642 | $5,336-69.2% | $5,150-68.1% | $12,270-86.6% |