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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 | $162,136-83.9% | $152,301-82.8% | $154,746-83.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 4.01% | 91.02%-87.0pp | 80.50%-76.5pp | 172.34%-168.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,317 | $8,341-24.3% | $8,004-21.1% | $6,730-6.1% |
| Admin fee / account holder | $7,703 | $15,759-51.1% | $14,398-46.5% | $14,365-46.4% |