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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 | $63,103 | $97,125-35.0% | $86,233-26.8% | $137,256-54.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 9.45% | 74.19%-64.7pp | 61.39%-51.9pp | 220.34%-210.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,104 | $5,180-78.7% | $4,559-75.8% | $6,407-82.8% |
| Admin fee / account holder | $21,248 | $9,725+118.5% | $8,342+154.7% | $12,270+73.2% |