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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 | $65,301 | $65,361-0.1% | $92,903-29.7% | $72,983-10.5% |
| Participation rate | 96.7% | 68.3%+28.4pp | 76.0%+20.7pp | 69.5%+27.2pp |
| Annual return | 13.88% | 42.11%-28.2pp | 109.43%-95.6pp | 81.01%-67.1pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,376 | $3,128+7.9% | $4,238-20.3% | $3,608-6.4% |
| Admin fee / account holder | $26,611 | $4,251+526.0% | $5,795+359.2% | $5,124+419.3% |