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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 | $102,277 | $162,136-36.9% | $152,301-32.8% | $154,746-33.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.89% | 91.02%-82.1pp | 80.50%-71.6pp | 172.34%-163.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,834 | $8,341-30.1% | $8,004-27.1% | $6,730-13.3% |
| Admin fee / account holder | $246,911 | $15,759+1466.8% | $14,398+1614.9% | $14,365+1618.8% |