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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 | $96,265 | $176,105-45.3% | $159,474-39.6% | $167,536-42.5% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 3.60% | 331.91%-328.3pp | 263.68%-260.1pp | 478.82%-475.2pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $11,005 | $7,751+42.0% | $7,353+49.7% | $6,342+73.5% |
| Admin fee / account holder | $243,843 | $12,559+1841.5% | $10,802+2157.3% | $12,315+1880.1% |