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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 | $160,028-56.7% | $147,080-52.9% | $145,884-52.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.55% | 98.60%-89.0pp | 420.17%-410.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,947 | $8,422+53.7% | $8,066+60.5% | $6,690+93.5% |
| Admin fee / account holder | $28,326 | $15,030+88.5% | $12,989+118.1% | $13,392+111.5% |