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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 | $108,513 | $88,672+22.4% | $105,223+3.1% | $82,448+31.6% |
| Participation rate | 97.4% | 67.9%+29.5pp | 75.0%+22.4pp | 68.1%+29.4pp |
| Annual return | 12.41% | 30.86%-18.4pp | 180.65%-168.2pp | 41.64%-29.2pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,331 | $4,036+81.6% | $5,072+44.5% | $4,139+77.1% |
| Admin fee / account holder | $2,486 | $7,146-65.2% | $8,859-71.9% | $7,234-65.6% |