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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 | $24,512 | $111,535-78.0% | $105,223-76.7% | $137,256-82.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 10.19% | 237.85%-227.7pp | 180.65%-170.5pp | 220.34%-210.1pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,114 | $5,500-43.4% | $5,072-38.6% | $6,407-51.4% |
| Admin fee / account holder | $5,865 | $9,721-39.7% | $8,859-33.8% | $12,270-52.2% |