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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 | $25,343 | $114,237-77.8% | $119,258-78.7% | $167,518-84.9% |
| Participation rate | 92.9% | 83.7%+9.1pp | 82.7%+10.1pp | 82.1%+10.7pp |
| Annual return | 9.81% | 29.87%-20.1pp | 30.69%-20.9pp | 478.71%-468.9pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $4,384-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,536 | $6,084-58.3% | $6,111-58.5% | $6,342-60.0% |
| Admin fee / account holder | $8,659 | $8,932-3.1% | $7,226+19.8% | $12,312-29.7% |