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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 | $64,563 | $154,228-58.1% | $145,433-55.6% | $137,256-53.0% |
| Participation rate | 70.8% | 83.8%-13.0pp | 82.1%-11.3pp | 80.0%-9.1pp |
| Annual return | 12.33% | 74.59%-62.3pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,601 | $8,216+77.7% | $7,897+84.9% | $6,407+127.9% |
| Admin fee / account holder | $17,757 | $14,344+23.8% | $13,129+35.2% | $12,270+44.7% |