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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 | $69,983 | $100,895-30.6% | $90,430-22.6% | $158,950-56.0% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.7%+22.6pp | 82.0%+13.3pp |
| Annual return | 3.30% | 1725.54%-1722.2pp | 1293.73%-1290.4pp | 302.91%-299.6pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,549 | $4,347+4.6% | $3,963+14.8% | $5,983-24.0% |
| Admin fee / account holder | $1,217 | $6,505-81.3% | $5,613-78.3% | $11,248-89.2% |