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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 | $22,179 | $183,592-87.9% | $155,574-85.7% | $145,877-84.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 3.70% | 61.37%-57.7pp | 64.87%-61.2pp | 551.28%-547.6pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,114 | $6,466-20.9% | $5,629-9.1% | $6,691-23.6% |
| Admin fee / account holder | $1,802 | $19,316-90.7% | $15,914-88.7% | $13,402-86.6% |