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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 | $69,046 | $213,785-67.7% | $185,441-62.8% | $155,188-55.5% |
| Participation rate | 75.0% | 83.2%-8.2pp | 80.3%-5.3pp | 80.8%-5.8pp |
| Annual return | 4.77% | 19.97%-15.2pp | 20.16%-15.4pp | 148.84%-144.1pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $19,504 | $6,864+184.1% | $6,152+217.1% | $6,531+198.6% |
| Admin fee / account holder | $40,820 | $21,134+93.1% | $17,890+128.2% | $14,480+181.9% |