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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 | $53,849 | $155,555-65.4% | $146,866-63.3% | $155,188-65.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 0.02% | 115.41%-115.4pp | 102.85%-102.8pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,405 | $8,044-7.9% | $7,759-4.6% | $6,531+13.4% |
| Admin fee / account holder | $387 | $14,755-97.4% | $13,620-97.2% | $14,480-97.3% |