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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 | $98,603 | $94,031+4.9% | $115,768-14.8% | $82,448+19.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 8.17% | 20.61%-12.4pp | 100.46%-92.3pp | 41.64%-33.5pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,131 | $3,972+4.0% | $4,917-16.0% | $4,139-0.2% |
| Admin fee / account holder | $14,987 | $10,249+46.2% | $12,439+20.5% | $7,234+107.2% |