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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 | $159,400 | $110,240+44.6% | $96,544+65.1% | $139,487+14.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 3.51% | 26.41%-22.9pp | 25.88%-22.4pp | 373.84%-370.3pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $9,480 | $5,549+70.8% | $4,851+95.4% | $6,713+41.2% |
| Admin fee / account holder | $2,927 | $11,602-74.8% | $8,254-64.5% | $11,407-74.3% |