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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 | $36,079 | $175,231-79.4% | $149,696-75.9% | $139,466-74.1% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 10.59% | 166.77%-156.2pp | 134.46%-123.9pp | 373.66%-363.1pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,622 | $6,521-44.5% | $5,682-36.3% | $6,712-46.0% |
| Admin fee / account holder | $5,570 | $16,155-65.5% | $13,212-57.8% | $11,409-51.2% |