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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 | $71,967 | $111,787-35.6% | $93,681-23.2% | $145,978-50.7% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 6.38% | 203.52%-197.1pp | 133.47%-127.1pp | 550.52%-544.1pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,688 | $4,918+97.0% | $4,415+119.4% | $6,690+44.8% |
| Admin fee / account holder | $1,721 | $10,256-83.2% | $8,290-79.2% | $13,400-87.2% |