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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 | $81,686 | $103,038-20.7% | $90,324-9.6% | $152,909-46.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 4.26% | 95.25%-91.0pp | 78.15%-73.9pp | 345.46%-341.2pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,923 | $4,282-31.7% | $3,885-24.8% | $5,851-50.0% |
| Admin fee / account holder | $6,097 | $6,177-1.3% | $5,356+13.8% | $11,601-47.4% |