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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 | $40,911 | $202,342-79.8% | $172,753-76.3% | $152,909-73.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 2.87% | 1029.88%-1027.0pp | 803.00%-800.1pp | 345.46%-342.6pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,212 | $5,948+21.2% | $5,198+38.8% | $5,851+23.2% |
| Admin fee / account holder | $7,800 | $17,112-54.4% | $13,956-44.1% | $11,601-32.8% |