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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 | $35,806 | $175,257-79.6% | $149,717-76.1% | $139,456-74.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.60% | 166.70%-162.1pp | 134.41%-129.8pp | 373.45%-368.9pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,405 | $6,521-63.1% | $5,682-57.7% | $6,711-64.2% |
| Admin fee / account holder | $85,622 | $16,156+430.0% | $13,213+548.0% | $11,407+650.6% |