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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 | $66,474 | $183,988-63.9% | $162,177-59.0% | $152,897-56.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 9.27% | 150.79%-141.5pp | 115.60%-106.3pp | 345.43%-336.2pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $22,115 | $8,032+175.3% | $7,297+203.1% | $5,851+278.0% |
| Admin fee / account holder | $18,182 | $13,123+38.5% | $10,843+67.7% | $11,599+56.7% |