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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 | $100,480 | $116,203-13.5% | $93,621+7.3% | $152,897-34.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 0.87% | 35.96%-35.1pp | 32.76%-31.9pp | 345.43%-344.6pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,828 | $4,605-38.6% | $4,070-30.5% | $5,851-51.7% |
| Admin fee / account holder | $1,764 | $10,751-83.6% | $7,890-77.6% | $11,599-84.8% |