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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 | $52,710 | $175,259-69.9% | $149,723-64.8% | $139,487-62.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.85% | 166.82%-161.0pp | 134.50%-128.6pp | 373.84%-368.0pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,892 | $6,522+36.3% | $5,682+56.5% | $6,713+32.5% |
| Admin fee / account holder | $81,286 | $16,158+403.1% | $13,215+515.1% | $11,407+612.6% |