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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 | $59,820 | $154,228-61.2% | $145,433-58.9% | $137,256-56.4% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 9.52% | 74.59%-65.1pp | 66.58%-57.1pp | 220.34%-210.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,992 | $8,216-14.9% | $7,897-11.5% | $6,407+9.1% |
| Admin fee / account holder | $66,058 | $14,344+360.5% | $13,129+403.1% | $12,270+438.4% |