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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 | $22,851 | $139,948-83.7% | $121,663-81.2% | $154,746-85.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 7.91% | 230.52%-222.6pp | 147.54%-139.6pp | 172.34%-164.4pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $39,515 | $5,629+602.0% | $4,887+708.6% | $6,730+487.1% |
| Admin fee / account holder | $40,196 | $17,321+132.1% | $14,289+181.3% | $14,365+179.8% |