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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 | $51,194 | $227,566-77.5% | $189,558-73.0% | $167,518-69.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 6.81% | 78.43%-71.6pp | 64.19%-57.4pp | 478.71%-471.9pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $17,300 | $7,002+147.1% | $6,174+180.2% | $6,342+172.8% |
| Admin fee / account holder | $1,317 | $11,881-88.9% | $9,809-86.6% | $12,312-89.3% |