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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 | $130,339 | $106,267+22.7% | $96,520+35.0% | $139,456-6.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 2.95% | 38.45%-35.5pp | 35.72%-32.8pp | 373.45%-370.5pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,400 | $5,454-19.3% | $4,879-9.8% | $6,711-34.4% |
| Admin fee / account holder | $12,000 | $7,882+52.2% | $6,733+78.2% | $11,407+5.2% |