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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 | $66,995 | $63,346+5.8% | $92,240-27.4% | $70,126-4.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.22% | 530.19%-520.0pp | 176.29%-166.1pp | 73.15%-62.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,675 | $2,854-41.3% | $3,897-57.0% | $3,332-49.7% |
| Admin fee / account holder | $2,100 | $3,841-45.3% | $5,194-59.6% | $4,645-54.8% |