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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 | $37,637 | $165,381-77.2% | $149,730-74.9% | $158,966-76.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -0.01% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-303.0pp |
| Employer contribution / active EE | $717 | $5,104-86.0% | $4,645-84.6% | $4,762-85.0% |
| Participant deferral / active EE | $6,097 | $7,182-15.1% | $6,843-10.9% | $5,983+1.9% |
| Admin fee / account holder | $18,589 | $10,809+72.0% | $9,310+99.7% | $11,250+65.2% |