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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 | $46,857 | $162,136-71.1% | $152,301-69.2% | $154,746-69.7% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 8.51% | 91.02%-82.5pp | 80.50%-72.0pp | 172.34%-163.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,296 | $8,341+83.4% | $8,004+91.1% | $6,730+127.3% |
| Admin fee / account holder | $75,108 | $15,759+376.6% | $14,398+421.7% | $14,365+422.8% |