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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 | $74,867 | $65,027+15.1% | $90,970-17.7% | $79,852-6.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 9.79% | 30.45%-20.7pp | 134.58%-124.8pp | 31.72%-21.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,216 | $2,512-11.8% | $3,373-34.3% | $3,740-40.8% |
| Admin fee / account holder | $990 | $4,535-78.2% | $5,960-83.4% | $5,306-81.4% |