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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 | $52,003 | $135,956-61.7% | $123,894-58.0% | $273,972-81.0% |
| Participation rate | 86.7% | 84.1%+2.6pp | 81.4%+5.3pp | 83.0%+3.7pp |
| Annual return | 2.96% | 56.63%-53.7pp | 47.52%-44.6pp | 41.46%-38.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,880 | $6,343-7.3% | $5,984-1.7% | $5,287+11.2% |
| Admin fee / account holder | $39,316 | $9,817+300.5% | $8,357+370.4% | $10,133+288.0% |