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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 | $70,591 | $117,846-40.1% | $102,434-31.1% | $145,884-51.6% |
| Participation rate | 91.3% | 78.6%+12.7pp | 76.5%+14.8pp | 80.3%+11.0pp |
| Annual return | 3.52% | 31.90%-28.4pp | 29.46%-25.9pp | 551.85%-548.3pp |
| Employer contribution / active EE | $283 | $3,615-92.2% | $3,023-90.7% | $4,662-93.9% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $760 | $13,356-94.3% | $9,462-92.0% | $13,392-94.3% |