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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 | $83,631 | $100,203-16.5% | $85,240-1.9% | $145,897-42.7% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 7.11% | 84.28%-77.2pp | 66.75%-59.6pp | 552.29%-545.2pp |
| Employer contribution / active EE | -$2 | $3,242-100.1% | $2,735-100.1% | $4,663-100.0% |
| Participant deferral / active EE | $3,441 | $5,299-35.1% | $4,527-24.0% | $6,689-48.6% |
| Admin fee / account holder | $45,828 | $7,265+530.8% | $6,165+643.4% | $13,390+242.2% |