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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 | $53,077 | $139,948-62.1% | $121,663-56.4% | $154,746-65.7% |
| Participation rate | 70.0% | 78.0%-8.0pp | 74.5%-4.5pp | 80.7%-10.7pp |
| Annual return | 7.56% | 230.52%-223.0pp | 147.54%-140.0pp | 172.34%-164.8pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,016 | $5,629-46.4% | $4,887-38.3% | $6,730-55.2% |
| Admin fee / account holder | $705 | $17,321-95.9% | $14,289-95.1% | $14,365-95.1% |