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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 | $67,067 | $136,860-51.0% | $120,344-44.3% | $154,746-56.7% |
| Participation rate | 70.6% | 79.9%-9.3pp | 76.7%-6.1pp | 80.7%-10.1pp |
| Annual return | 8.31% | 21.38%-13.1pp | 20.30%-12.0pp | 172.34%-164.0pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,761 | $5,793-35.1% | $5,135-26.7% | $6,730-44.1% |
| Admin fee / account holder | $4,076 | $15,393-73.5% | $12,742-68.0% | $14,365-71.6% |