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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 | $103,211 | $217,432-52.5% | $185,849-44.5% | $167,536-38.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.67% | 148.42%-144.7pp | 122.10%-118.4pp | 478.82%-475.1pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,940 | $6,357-53.7% | $5,569-47.2% | $6,342-53.6% |
| Admin fee / account holder | $4,415 | $19,818-77.7% | $16,244-72.8% | $12,315-64.2% |