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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 | $32,454 | $223,823-85.5% | $211,142-84.6% | $154,746-79.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 8.68% | 50.39%-41.7pp | 46.84%-38.2pp | 172.34%-163.7pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,468 | $9,750-43.9% | $9,284-41.1% | $6,730-18.8% |
| Admin fee / account holder | $8,396 | $19,707-57.4% | $19,076-56.0% | $14,365-41.6% |