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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 | $41,640 | $183,592-77.3% | $155,574-73.2% | $145,877-71.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 4.46% | 61.37%-56.9pp | 64.87%-60.4pp | 551.28%-546.8pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,083 | $6,466-52.3% | $5,629-45.2% | $6,691-53.9% |
| Admin fee / account holder | $2,120 | $19,316-89.0% | $15,914-86.7% | $13,402-84.2% |