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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 | $58,270 | $165,399-64.8% | $149,745-61.1% | $158,982-63.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 7.38% | 348.34%-341.0pp | 276.72%-269.3pp | 302.99%-295.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,677 | $7,183+6.9% | $6,843+12.2% | $5,983+28.3% |
| Admin fee / account holder | $34,637 | $10,811+220.4% | $9,312+272.0% | $11,252+207.8% |