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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 | $65,199 | $110,379-40.9% | $102,412-36.3% | $145,884-55.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.57% | 24.84%-21.3pp | 24.94%-21.4pp | 551.85%-548.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,232 | $5,622+64.2% | $5,060+82.4% | $6,690+38.0% |
| Admin fee / account holder | $9,749 | $9,7450% | $8,388+16.2% | $13,392-27.2% |