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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 | $19,127 | $208,088-90.8% | $186,193-89.7% | $154,746-87.6% |
| Participation rate | 80.0% | 80.0%0pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | 5.91% | 89.97%-84.1pp | 78.03%-72.1pp | 172.34%-166.4pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,313 | $7,078-24.9% | $6,513-18.4% | $6,730-21.1% |
| Admin fee / account holder | $2,410 | $11,698-79.4% | $11,058-78.2% | $14,365-83.2% |