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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 | $58,796 | $50,554+16.3% | $67,681-13.1% | $87,485-32.8% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 9.11% | 17.81%-8.7pp | 590.58%-581.5pp | 26.06%-17.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,131 | $2,961-61.8% | $3,976-71.6% | $4,274-73.5% |
| Admin fee / account holder | $2,169 | $4,132-47.5% | $6,100-64.4% | $7,775-72.1% |