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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 | $53,437 | $157,276-66.0% | $141,177-62.1% | $152,885-65.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.52% | 64.33%-51.8pp | 71.40%-58.9pp | 345.39%-332.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,324 | $7,110+3.0% | $6,710+9.2% | $5,851+25.2% |
| Admin fee / account holder | $166,952 | $12,123+1277.2% | $10,263+1526.7% | $11,598+1339.5% |