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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 | $60,569 | $165,399-63.4% | $149,745-59.6% | $158,982-61.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.11% | 348.34%-341.2pp | 276.72%-269.6pp | 302.99%-295.9pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,818 | $7,183+22.8% | $6,843+28.9% | $5,983+47.4% |
| Admin fee / account holder | $26,983 | $10,811+149.6% | $9,312+189.8% | $11,252+139.8% |