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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 | $88,606 | $102,429-13.5% | $147,096-39.8% | $80,925+9.5% |
| Participation rate | 93.0% | 75.9%+17.1pp | 82.2%+10.8pp | 67.7%+25.3pp |
| Annual return | 10.09% | 135.02%-124.9pp | 419.75%-409.7pp | 35.65%-25.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,342 | $6,649-34.7% | $8,071-46.2% | $4,299+1.0% |
| Admin fee / account holder | $1,336 | $7,957-83.2% | $13,005-89.7% | $6,940-80.7% |