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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 | $112,581 | $105,929+6.3% | $81,716+37.8% | $158,966-29.2% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.0%+8.0pp | 82.0%-2.0pp |
| Annual return | 1.51% | 38.19%-36.7pp | 29.49%-28.0pp | 302.95%-301.4pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $16,169 | $13,007+24.3% | $7,108+127.5% | $5,983+170.2% |
| Admin fee / account holder | $87,615 | $8,492+931.8% | $5,159+1598.2% | $11,250+678.8% |