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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 | $44,876 | $156,398-71.3% | $147,318-69.5% | $138,895-67.7% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.7pp | 79.9%+13.8pp |
| Annual return | 11.43% | 78.75%-67.3pp | 70.43%-59.0pp | 145.39%-134.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,903 | $8,237-52.6% | $7,906-50.6% | $6,396-39.0% |
| Admin fee / account holder | $2,286 | $14,976-84.7% | $13,708-83.3% | $12,562-81.8% |