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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 | $40,048 | $154,228-74.0% | $145,433-72.5% | $137,256-70.8% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 80.0%-3.5pp |
| Annual return | 10.54% | 74.59%-64.1pp | 66.58%-56.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,977 | $8,216-15.1% | $7,897-11.6% | $6,407+8.9% |
| Admin fee / account holder | $3,930 | $14,344-72.6% | $13,129-70.1% | $12,270-68.0% |