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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 | $153,747 | $211,224-27.2% | $178,505-13.9% | $145,897+5.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -0.21% | 30.28%-30.5pp | 27.16%-27.4pp | 552.29%-552.5pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $30,500 | $6,966+337.9% | $6,280+385.6% | $6,689+356.0% |
| Admin fee / account holder | $6,049 | $12,109-50.1% | $10,428-42.0% | $13,390-54.8% |