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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 | $62,183 | $202,345-69.3% | $172,755-64.0% | $152,885-59.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.21% | 1029.77%-1018.6pp | 802.94%-791.7pp | 345.39%-334.2pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,891 | $5,948-34.6% | $5,198-25.1% | $5,851-33.5% |
| Admin fee / account holder | $2,092 | $17,111-87.8% | $13,955-85.0% | $11,598-82.0% |