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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 | $33,184 | $198,457-83.3% | $170,435-80.5% | $147,586-77.5% |
| Participation rate | 81.0% | 88.0%-7.0pp | 83.6%-2.6pp | 82.8%-1.9pp |
| Annual return | 8.67% | 257.30%-248.6pp | 205.94%-197.3pp | 578.59%-569.9pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,708 | $5,629-51.9% | $4,939-45.2% | $5,439-50.2% |
| Admin fee / account holder | $12,130 | $16,852-28.0% | $13,881-12.6% | $10,886+11.4% |