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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 | $107,449 | $117,846-8.8% | $102,434+4.9% | $145,884-26.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.96% | 31.90%-23.9pp | 29.46%-21.5pp | 551.85%-543.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,330 | $5,733-24.5% | $5,055-14.3% | $6,690-35.3% |
| Admin fee / account holder | $22,068 | $13,356+65.2% | $9,462+133.2% | $13,392+64.8% |