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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 | $111,329 | $166,089-33.0% | $164,928-32.5% | $145,978-23.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.01% | 100.26%-92.2pp | 70.08%-62.1pp | 550.52%-542.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,963 | $6,961-57.4% | $6,034-50.9% | $6,690-55.7% |
| Admin fee / account holder | $3,108 | $16,641-81.3% | $12,684-75.5% | $13,400-76.8% |