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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 | $36,194 | $70,366-48.6% | $66,674-45.7% | $138,895-73.9% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 10.86% | 386.41%-375.5pp | 321.24%-310.4pp | 145.39%-134.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,287 | $4,374+66.6% | $4,084+78.4% | $6,396+13.9% |
| Admin fee / account holder | $921 | $5,262-82.5% | $5,098-81.9% | $12,562-92.7% |