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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 | $72,017 | $174,379-58.7% | $152,093-52.6% | $138,895-48.2% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 9.46% | 74.86%-65.4pp | 66.36%-56.9pp | 145.39%-135.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,536 | $6,159-42.6% | $5,451-35.1% | $6,396-44.7% |
| Admin fee / account holder | $3,047 | $16,880-81.9% | $14,497-79.0% | $12,562-75.7% |