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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 | $45,337 | $68,412-33.7% | $94,679-52.1% | $75,181-39.7% |
| Participation rate | 80.0% | 76.1%+3.9pp | 80.8%-0.8pp | 67.2%+12.8pp |
| Annual return | 15.12% | 616.91%-601.8pp | 156.75%-141.6pp | 160.69%-145.6pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,872 | $6,537+5.1% | $7,417-7.4% | $4,126+66.6% |
| Admin fee / account holder | $9,459 | $5,326+77.6% | $7,233+30.8% | $5,650+67.4% |