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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 | $25,651 | $99,875-74.3% | $146,866-82.5% | $86,983-70.5% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.5%+19.3pp |
| Annual return | 12.30% | 28.10%-15.8pp | 102.85%-90.6pp | 25.83%-13.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,506 | $6,322+2.9% | $7,759-16.2% | $4,194+55.1% |
| Admin fee / account holder | $6,428 | $7,838-18.0% | $13,620-52.8% | $7,856-18.2% |