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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 | $36,067 | $108,922-66.9% | $100,398-64.1% | $145,978-75.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.37% | 58.04%-49.7pp | 49.32%-41.0pp | 550.52%-542.2pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $19,936 | $8,450+135.9% | $8,084+146.6% | $6,690+198.0% |
| Admin fee / account holder | $10,336 | $9,680+6.8% | $7,893+30.9% | $13,400-22.9% |