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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 | $38,637 | $157,296-75.4% | $141,191-72.6% | $152,897-74.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 11.00% | 64.34%-53.3pp | 71.41%-60.4pp | 345.43%-334.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,081 | $7,111-42.6% | $6,710-39.2% | $5,851-30.2% |
| Admin fee / account holder | $365 | $12,125-97.0% | $10,264-96.4% | $11,599-96.9% |