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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 | $38,832 | $100,970-61.5% | $96,576-59.8% | $137,256-71.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 6.47% | 38.16%-31.7pp | 38.47%-32.0pp | 220.34%-213.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,033 | $8,286+9.0% | $7,956+13.5% | $6,407+41.0% |
| Admin fee / account holder | $133,830 | $11,312+1083.1% | $11,381+1075.9% | $12,270+990.7% |