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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 | $87,016 | $157,276-44.7% | $141,177-38.4% | $152,885-43.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.97% | 64.33%-53.4pp | 71.40%-60.4pp | 345.39%-334.4pp |
| Employer contribution / active EE | $16 | $5,262-99.7% | $4,736-99.7% | $4,763-99.7% |
| Participant deferral / active EE | $3,546 | $7,110-50.1% | $6,710-47.1% | $5,851-39.4% |
| Admin fee / account holder | $31,478 | $12,123+159.7% | $10,263+206.7% | $11,598+171.4% |