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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 | $87,382 | $215,361-59.4% | $171,082-48.9% | $273,972-68.1% |
| Participation rate | 88.9% | 82.0%+6.9pp | 76.7%+12.2pp | 83.0%+5.9pp |
| Annual return | 0.84% | 25.14%-24.3pp | 32.56%-31.7pp | 41.46%-40.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,266 | $5,543+13.0% | $4,797+30.6% | $5,287+18.5% |
| Admin fee / account holder | $817 | $10,846-92.5% | $8,520-90.4% | $10,133-91.9% |