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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 | $26,994 | $108,942-75.2% | $100,415-73.1% | $145,897-81.5% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 9.90% | 58.27%-48.4pp | 49.47%-39.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,712 | $8,461+26.6% | $8,091+32.4% | $6,689+60.1% |
| Admin fee / account holder | $22,309 | $9,702+130.0% | $7,906+182.2% | $13,390+66.6% |