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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 | $87,787 | $72,071+21.8% | $68,368+28.4% | $137,256-36.0% |
| Participation rate | 73.3% | 76.2%-2.9pp | 73.8%-0.4pp | 80.0%-6.6pp |
| Annual return | 7.85% | 353.14%-345.3pp | 292.57%-284.7pp | 220.34%-212.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,613 | $4,410-18.1% | $4,123-12.4% | $6,407-43.6% |
| Admin fee / account holder | $16,081 | $5,336+201.4% | $5,150+212.3% | $12,270+31.1% |