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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 | $112,729-4.6% | $98,716+9.0% | $137,256-21.6% |
| Participation rate | 73.9% | 74.2%-0.3pp | 69.3%+4.6pp | 80.0%-6.0pp |
| Annual return | 7.72% | 38.48%-30.8pp | 31.81%-24.1pp | 220.34%-212.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,999 | $4,640-13.8% | $4,048-1.2% | $6,407-37.6% |
| Admin fee / account holder | $63,583 | $10,129+527.8% | $8,703+630.6% | $12,270+418.2% |