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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 | $117,904-22.6% | $102,457-11.0% | $145,978-37.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 2.52% | 31.80%-29.3pp | 29.41%-26.9pp | 550.52%-548.0pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,663 | $5,733-53.6% | $5,054-47.3% | $6,690-60.2% |
| Admin fee / account holder | $16,147 | $13,329+21.1% | $9,451+70.8% | $13,400+20.5% |