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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 | $58,027 | $228,352-74.6% | $185,827-68.8% | $158,950-63.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 4.17% | 40.81%-36.6pp | 35.96%-31.8pp | 302.91%-298.7pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,436 | $6,416-15.3% | $5,633-3.5% | $5,983-9.1% |
| Admin fee / account holder | $450 | $11,867-96.2% | $9,502-95.3% | $11,248-96.0% |