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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 | $91,893 | $154,228-40.4% | $145,433-36.8% | $137,256-33.1% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 5.20% | 74.59%-69.4pp | 66.58%-61.4pp | 220.34%-215.1pp |
| Employer contribution / active EE | $43 | $4,804-99.1% | $4,554-99.1% | $4,156-99.0% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,039 | $14,344-71.8% | $13,129-69.2% | $12,270-67.1% |