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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 | $104,705 | $209,336-50.0% | $197,124-46.9% | $137,256-23.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 2.74% | 48.09%-45.4pp | 44.34%-41.6pp | 220.34%-217.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,539 | $9,614-42.4% | $9,135-39.4% | $6,407-13.6% |
| Admin fee / account holder | $231,552 | $17,308+1237.9% | $16,298+1320.7% | $12,270+1787.1% |