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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 | $102,609-62.2% | $98,090-60.4% | $138,895-72.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 6.47% | 36.44%-30.0pp | 37.05%-30.6pp | 145.39%-138.9pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,033 | $8,167+10.6% | $7,845+15.1% | $6,396+41.2% |
| Admin fee / account holder | $133,830 | $11,434+1070.5% | $11,815+1032.7% | $12,562+965.3% |