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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 | $92,470 | $54,757+68.9% | $90,304+2.4% | $72,975+26.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 7.72% | 30.63%-22.9pp | 78.13%-70.4pp | 81.01%-73.3pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,037 | $2,887+213.0% | $3,885+132.6% | $3,608+150.5% |
| Admin fee / account holder | $12,810 | $3,973+222.4% | $5,354+139.3% | $5,124+150.0% |