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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 | $103,012 | $72,071+42.9% | $68,368+50.7% | $137,256-24.9% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.0%+14.2pp |
| Annual return | 9.14% | 353.14%-344.0pp | 292.57%-283.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,719 | $4,410+7.0% | $4,123+14.5% | $6,407-26.4% |
| Admin fee / account holder | $575 | $5,336-89.2% | $5,150-88.8% | $12,270-95.3% |