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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 | $135,237 | $107,363+26.0% | $92,909+45.6% | $152,897-11.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 1.29% | 145.63%-144.3pp | 109.44%-108.1pp | 345.43%-344.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,186 | $4,848-34.3% | $4,238-24.8% | $5,851-45.6% |
| Admin fee / account holder | $755 | $7,082-89.3% | $5,795-87.0% | $11,599-93.5% |