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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 | $104,038 | $157,296-33.9% | $141,191-26.3% | $152,897-32.0% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 1.41% | 64.34%-62.9pp | 71.41%-70.0pp | 345.43%-344.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,023 | $7,111-57.5% | $6,710-54.9% | $5,851-48.3% |
| Admin fee / account holder | $16,024 | $12,125+32.2% | $10,264+56.1% | $11,599+38.1% |