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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 | $26,147 | $155,555-83.2% | $146,866-82.2% | $155,188-83.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 4.01% | 115.41%-111.4pp | 102.85%-98.8pp | 148.84%-144.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,317 | $8,044-21.5% | $7,759-18.6% | $6,531-3.3% |
| Admin fee / account holder | $7,703 | $14,755-47.8% | $13,620-43.4% | $14,480-46.8% |