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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 | $34,491 | $100,970-65.8% | $96,576-64.3% | $137,256-74.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 7.06% | 38.16%-31.1pp | 38.47%-31.4pp | 220.34%-213.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $24,520 | $8,286+195.9% | $7,956+208.2% | $6,407+282.7% |
| Admin fee / account holder | $129,951 | $11,312+1048.8% | $11,381+1041.8% | $12,270+959.1% |