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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 | $98,242 | $117,895-16.7% | $102,460-4.1% | $145,897-32.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.28% | 31.92%-24.6pp | 29.47%-22.2pp | 552.29%-545.0pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,521 | $5,736-3.8% | $5,056+9.2% | $6,689-17.5% |
| Admin fee / account holder | $31,878 | $13,353+138.7% | $9,460+237.0% | $13,390+138.1% |