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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 | $83,269 | $135,956-38.8% | $123,894-32.8% | $273,972-69.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 2.45% | 56.63%-54.2pp | 47.52%-45.1pp | 41.46%-39.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,936 | $6,343-37.9% | $5,984-34.2% | $5,287-25.6% |
| Admin fee / account holder | $42,034 | $9,817+328.2% | $8,357+403.0% | $10,133+314.8% |