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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 | $94,311 | $99,053-4.8% | $88,179+7.0% | $138,895-32.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 9.55% | 78.17%-68.6pp | 64.97%-55.4pp | 145.39%-135.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $27,125 | $5,225+419.1% | $4,614+487.9% | $6,396+324.1% |
| Admin fee / account holder | $78,194 | $8,748+793.8% | $7,673+919.1% | $12,562+522.5% |