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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 | $102,430 | $73,107+40.1% | $114,563-10.6% | $87,485+17.1% |
| Participation rate | 79.3% | 65.8%+13.5pp | 72.9%+6.4pp | 68.9%+10.4pp |
| Annual return | 12.35% | 19.47%-7.1pp | 241.09%-228.7pp | 26.06%-13.7pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,903 | $3,144+87.8% | $4,142+42.5% | $4,274+38.1% |
| Admin fee / account holder | $3,672 | $5,770-36.4% | $7,623-51.8% | $7,775-52.8% |