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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 | $100,073-16.4% | $85,126-1.8% | $145,877-42.7% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 7.11% | 84.11%-77.0pp | 66.63%-59.5pp | 551.28%-544.2pp |
| Employer contribution / active EE | -$2 | $3,236-100.1% | $2,731-100.1% | $4,663-100.0% |
| Participant deferral / active EE | $3,441 | $5,294-35.0% | $4,523-23.9% | $6,691-48.6% |
| Admin fee / account holder | $45,828 | $7,261+531.1% | $6,160+643.9% | $13,402+241.9% |