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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 | $69,224 | $159,978-56.7% | $147,041-52.9% | $145,978-52.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.55% | 98.36%-88.8pp | 419.21%-409.7pp | 550.52%-541.0pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,947 | $8,429+53.6% | $8,071+60.4% | $6,690+93.5% |
| Admin fee / account holder | $28,326 | $15,053+88.2% | $13,006+117.8% | $13,400+111.4% |