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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 | $107,570 | $116,167-7.4% | $64,489+66.8% | $137,256-21.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 5.21% | 36.55%-31.3pp | 55.03%-49.8pp | 220.34%-215.1pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,677 | $4,215-12.8% | $2,778+32.3% | $6,407-42.6% |
| Admin fee / account holder | $9,074 | $6,188+46.6% | $4,260+113.0% | $12,270-26.0% |