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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 | $107,593 | $124,980-13.9% | $108,359-0.7% | $154,746-30.5% |
| Participation rate | 73.9% | 75.2%-1.3pp | 70.1%+3.8pp | 80.7%-6.8pp |
| Annual return | 7.72% | 45.00%-37.3pp | 36.89%-29.2pp | 172.34%-164.6pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,999 | $4,743-15.7% | $4,137-3.3% | $6,730-40.6% |
| Admin fee / account holder | $63,583 | $11,502+452.8% | $9,741+552.7% | $14,365+342.6% |