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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 | $86,027 | $85,171+1.0% | $172,753-50.2% | $72,976+17.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.50% | 27.32%-11.8pp | 803.00%-787.5pp | 81.02%-65.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,955 | $3,260+21.3% | $5,198-23.9% | $3,608+9.6% |
| Admin fee / account holder | $961 | $5,880-83.7% | $13,956-93.1% | $5,124-81.2% |