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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 | $61,934 | $174,379-64.5% | $152,093-59.3% | $138,895-55.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.79% | 74.86%-64.1pp | 66.36%-55.6pp | 145.39%-134.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,332 | $6,159-45.9% | $5,451-38.9% | $6,396-47.9% |
| Admin fee / account holder | $32,352 | $16,880+91.7% | $14,497+123.2% | $12,562+157.5% |