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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 | $129,987 | $183,539-29.2% | $155,556-16.4% | $145,897-10.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.81% | 61.31%-53.5pp | 64.84%-57.0pp | 552.29%-544.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,200 | $6,467-66.0% | $5,631-60.9% | $6,689-67.1% |
| Admin fee / account holder | $3,679 | $19,275-80.9% | $15,885-76.8% | $13,390-72.5% |