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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 | $36,141 | $172,111-79.0% | $150,298-76.0% | $137,256-73.7% |
| Participation rate | 89.5% | 81.7%+7.8pp | 77.8%+11.7pp | 80.0%+9.5pp |
| Annual return | 9.14% | 69.37%-60.2pp | 62.79%-53.6pp | 220.34%-211.2pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,482 | $6,166+21.3% | $5,453+37.2% | $6,407+16.8% |
| Admin fee / account holder | $15,216 | $16,471-7.6% | $14,116+7.8% | $12,270+24.0% |