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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 | $30,705 | $100,970-69.6% | $96,576-68.2% | $137,256-77.6% |
| Participation rate | 72.7% | 82.6%-9.9pp | 81.4%-8.7pp | 80.0%-7.2pp |
| Annual return | 12.03% | 38.16%-26.1pp | 38.47%-26.4pp | 220.34%-208.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,609 | $8,286+16.0% | $7,956+20.8% | $6,407+50.0% |
| Admin fee / account holder | $53,090 | $11,312+369.3% | $11,381+366.5% | $12,270+332.7% |