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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 | $82,459 | $89,370-7.7% | $141,197-41.6% | $72,976+13.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 8.98% | 111.88%-102.9pp | 71.41%-62.4pp | 81.02%-72.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,246 | $5,419-3.2% | $6,710-21.8% | $3,608+45.4% |
| Admin fee / account holder | $12,423 | $5,957+108.6% | $10,265+21.0% | $5,124+142.4% |