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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 | $223,823-76.5% | $211,142-75.0% | $154,746-65.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 7.68% | 50.39%-42.7pp | 46.84%-39.2pp | 172.34%-164.7pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $24,133 | $9,750+147.5% | $9,284+159.9% | $6,730+258.6% |
| Admin fee / account holder | $11,762 | $19,707-40.3% | $19,076-38.3% | $14,365-18.1% |