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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 | $51,769 | $217,432-76.2% | $185,851-72.1% | $167,553-69.1% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 8.83% | 148.43%-139.6pp | 122.11%-113.3pp | 478.89%-470.1pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,544 | $6,357-44.3% | $5,569-36.4% | $6,343-44.1% |
| Admin fee / account holder | $13,982 | $19,820-29.5% | $16,245-13.9% | $12,316+13.5% |