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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 | $109,924 | $98,652+11.4% | $142,942-23.1% | $82,448+33.3% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.8%+20.7pp | 68.1%+29.4pp |
| Annual return | 5.84% | 22.65%-16.8pp | 113.70%-107.9pp | 41.64%-35.8pp |
| Employer contribution / active EE | $6 | $3,211-99.8% | $4,139-99.9% | $2,551-99.8% |
| Participant deferral / active EE | $0 | $5,580-100.0% | $7,128-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,656 | $8,078+7.2% | $12,475-30.6% | $7,234+19.7% |