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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 | $64,743 | $223,823-71.1% | $211,142-69.3% | $154,746-58.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 6.35% | 50.39%-44.0pp | 46.84%-40.5pp | 172.34%-166.0pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,574 | $9,750-42.8% | $9,284-40.0% | $6,730-17.2% |
| Admin fee / account holder | $42,632 | $19,707+116.3% | $19,076+123.5% | $14,365+196.8% |