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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 | $136,829 | $171,867-20.4% | $149,721-8.6% | $147,587-7.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 6.41% | 2113.36%-2107.0pp | 1501.67%-1495.3pp | 578.60%-572.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,708 | $7,270-49.0% | $6,568-43.5% | $5,439-31.8% |
| Admin fee / account holder | $929 | $13,799-93.3% | $11,282-91.8% | $10,886-91.5% |