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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 | $75,763 | $184,014-58.8% | $161,149-53.0% | $138,895-45.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 9.27% | 21.52%-12.2pp | 21.16%-11.9pp | 145.39%-136.1pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,010 | $6,909+1.5% | $6,153+13.9% | $6,396+9.6% |
| Admin fee / account holder | $14,390 | $18,027-20.2% | $15,194-5.3% | $12,562+14.6% |