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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 | $31,090 | $115,810-73.2% | $101,271-69.3% | $158,966-80.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.04% | 56.15%-49.1pp | 46.48%-39.4pp | 302.95%-295.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,525 | $4,958-49.1% | $4,371-42.2% | $5,983-57.8% |
| Admin fee / account holder | $5,380 | $7,248-25.8% | $5,948-9.5% | $11,250-52.2% |