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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 | $82,620 | $49,976+65.3% | $66,674+23.9% | $82,6370% |
| Participation rate | 97.1% | 63.1%+34.0pp | 73.7%+23.5pp | 68.1%+29.1pp |
| Annual return | 11.26% | 39.09%-27.8pp | 321.24%-310.0pp | 53.51%-42.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,630 | $2,847+97.8% | $4,084+37.8% | $4,126+36.4% |
| Admin fee / account holder | $20,342 | $4,594+342.8% | $5,098+299.0% | $7,339+177.2% |