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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 | $64,743 | $209,336-69.1% | $197,124-67.2% | $137,256-52.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6.35% | 48.09%-41.7pp | 44.34%-38.0pp | 220.34%-214.0pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,574 | $9,614-42.0% | $9,135-39.0% | $6,407-13.0% |
| Admin fee / account holder | $42,632 | $17,308+146.3% | $16,298+161.6% | $12,270+247.4% |