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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 | $114,944 | $176,120-34.7% | $159,487-27.9% | $167,553-31.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 2.45% | 331.95%-329.5pp | 263.71%-261.3pp | 478.89%-476.4pp |
| Employer contribution / active EE | $793 | $5,299-85.0% | $4,831-83.6% | $4,840-83.6% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $97,767 | $12,561+678.3% | $10,804+804.9% | $12,316+693.8% |