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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 | $36,195 | $184,000-80.3% | $162,185-77.7% | $152,909-76.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 7.30% | 150.80%-143.5pp | 115.61%-108.3pp | 345.46%-338.2pp |
| Employer contribution / active EE | $1,287 | $6,370-79.8% | $5,613-77.1% | $4,764-73.0% |
| Participant deferral / active EE | $9,669 | $8,033+20.4% | $7,297+32.5% | $5,851+65.2% |
| Admin fee / account holder | $24,303 | $13,124+85.2% | $10,844+124.1% | $11,601+109.5% |