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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 | $90,794 | $134,817-32.7% | $123,973-26.8% | $155,188-41.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 6.60% | 515.49%-508.9pp | 388.13%-381.5pp | 148.84%-142.2pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,578 | $5,706-37.3% | $5,247-31.8% | $6,531-45.2% |
| Admin fee / account holder | $37,538 | $13,245+183.4% | $11,799+218.2% | $14,480+159.2% |