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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 | $91,214 | $117,895-22.6% | $102,460-11.0% | $145,897-37.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 2.52% | 31.92%-29.4pp | 29.47%-26.9pp | 552.29%-549.8pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,663 | $5,736-53.6% | $5,056-47.3% | $6,689-60.2% |
| Admin fee / account holder | $16,147 | $13,353+20.9% | $9,460+70.7% | $13,390+20.6% |