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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 | $31,935 | $180,749-82.3% | $160,784-80.1% | $137,256-76.7% |
| Participation rate | 73.3% | 80.0%-6.6pp | 77.0%-3.6pp | 80.0%-6.6pp |
| Annual return | 9.42% | 2234.46%-2225.0pp | 1803.92%-1794.5pp | 220.34%-210.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,945 | $6,844-57.0% | $6,293-53.2% | $6,407-54.0% |
| Admin fee / account holder | $14,448 | $10,397+39.0% | $9,717+48.7% | $12,270+17.7% |