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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 | $36,868 | $202,460-81.8% | $169,385-78.2% | $139,456-73.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 5.96% | 532.07%-526.1pp | 405.82%-399.9pp | 373.45%-367.5pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,681 | $6,938+53.9% | $6,221+71.7% | $6,711+59.1% |
| Admin fee / account holder | $3,444 | $10,719-67.9% | $9,011-61.8% | $11,407-69.8% |