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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 | $72,853 | $112,729-35.4% | $98,716-26.2% | $137,256-46.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 8.23% | 38.48%-30.2pp | 31.81%-23.6pp | 220.34%-212.1pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,279 | $4,640+56.9% | $4,048+79.8% | $6,407+13.6% |
| Admin fee / account holder | $80,669 | $10,129+696.5% | $8,703+826.9% | $12,270+557.4% |