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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 | $47,092 | $114,119-58.7% | $107,187-56.1% | $138,895-66.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 7.36% | 273.21%-265.8pp | 204.55%-197.2pp | 145.39%-138.0pp |
| Employer contribution / active EE | -$6 | $4,059-100.2% | $3,782-100.2% | $4,194-100.2% |
| Participant deferral / active EE | $3,738 | $5,538-32.5% | $5,096-26.6% | $6,396-41.6% |
| Admin fee / account holder | $36,914 | $10,024+268.3% | $9,162+302.9% | $12,562+193.9% |