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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 | $39,216 | $174,379-77.5% | $152,093-74.2% | $138,895-71.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 6.91% | 74.86%-67.9pp | 66.36%-59.4pp | 145.39%-138.5pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,046 | $6,159-66.8% | $5,451-62.5% | $6,396-68.0% |
| Admin fee / account holder | $3,133 | $16,880-81.4% | $14,497-78.4% | $12,562-75.1% |