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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 | $116,532 | $85,060+37.0% | $70,565+65.1% | $139,487-16.5% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.4%+11.6pp | 80.3%-0.3pp |
| Annual return | 9.81% | 30.39%-20.6pp | 32.79%-23.0pp | 373.84%-364.0pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,018 | $5,891-82.7% | $4,568-77.7% | $6,713-84.8% |
| Admin fee / account holder | $1,050 | $8,932-88.2% | $6,430-83.7% | $11,407-90.8% |