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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 | $52,703 | $209,336-74.8% | $197,124-73.3% | $137,256-61.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.68% | 48.09%-40.4pp | 44.34%-36.7pp | 220.34%-212.7pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $24,133 | $9,614+151.0% | $9,135+164.2% | $6,407+276.7% |
| Admin fee / account holder | $11,762 | $17,308-32.0% | $16,298-27.8% | $12,270-4.1% |