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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 | $31,344 | $185,883-83.1% | $170,043-81.6% | $139,466-77.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.95% | 60.54%-50.6pp | 53.40%-43.5pp | 373.66%-363.7pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,288 | $11,626-54.5% | $10,410-49.2% | $6,712-21.2% |
| Admin fee / account holder | $5,084 | $15,393-67.0% | $12,824-60.4% | $11,409-55.4% |