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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 | $29,864 | $139,948-78.7% | $121,663-75.5% | $154,746-80.7% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.5%+8.8pp | 80.7%+2.6pp |
| Annual return | 6.96% | 230.52%-223.6pp | 147.54%-140.6pp | 172.34%-165.4pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,765 | $5,629-33.1% | $4,887-23.0% | $6,730-44.1% |
| Admin fee / account holder | $37,990 | $17,321+119.3% | $14,289+165.9% | $14,365+164.5% |