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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 | $44,141 | $183,539-76.0% | $155,556-71.6% | $145,897-69.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 7.86% | 61.31%-53.4pp | 64.84%-57.0pp | 552.29%-544.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,893 | $6,467+68.4% | $5,631+93.4% | $6,689+62.8% |
| Admin fee / account holder | $10,547 | $19,275-45.3% | $15,885-33.6% | $13,390-21.2% |