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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 | $60,996 | $149,040-59.1% | $120,225-49.3% | $137,256-55.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 9.69% | 605.68%-596.0pp | 439.23%-429.5pp | 220.34%-210.6pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,749 | $4,655+88.0% | $3,999+118.8% | $6,407+36.6% |
| Admin fee / account holder | $12,211 | $6,348+92.4% | $5,696+114.4% | $12,270-0.5% |