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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 | $38,090 | $111,814-65.9% | $103,378-63.2% | $145,978-73.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 6.99% | 24.80%-17.8pp | 24.91%-17.9pp | 550.52%-543.5pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,639 | $5,618-70.8% | $5,058-67.6% | $6,690-75.5% |
| Admin fee / account holder | $12,200 | $9,764+24.9% | $8,401+45.2% | $13,400-9.0% |