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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 | $35,789 | $165,361-78.4% | $149,715-76.1% | $158,950-77.5% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 6.59% | 348.24%-341.7pp | 276.66%-270.1pp | 302.91%-296.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,294 | $7,182+1.6% | $6,842+6.6% | $5,983+21.9% |
| Admin fee / account holder | $7,460 | $10,808-31.0% | $9,310-19.9% | $11,248-33.7% |