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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 | $63,425 | $63,346+0.1% | $92,240-31.2% | $70,126-9.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.39% | 530.19%-517.8pp | 176.29%-163.9pp | 73.15%-60.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,078 | $2,854+7.9% | $3,897-21.0% | $3,332-7.6% |
| Admin fee / account holder | $4,743 | $3,841+23.5% | $5,194-8.7% | $4,645+2.1% |