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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 | $58,863 | $50,554+16.4% | $67,681-13.0% | $87,485-32.7% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 10.28% | 17.81%-7.5pp | 590.58%-580.3pp | 26.06%-15.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,141 | $2,961-61.5% | $3,976-71.3% | $4,274-73.3% |
| Admin fee / account holder | $3,706 | $4,132-10.3% | $6,100-39.2% | $7,775-52.3% |