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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 | $33,652 | $175,259-80.8% | $149,723-77.5% | $139,487-75.9% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 10.57% | 166.82%-156.3pp | 134.50%-123.9pp | 373.84%-363.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,459 | $6,522-31.6% | $5,682-21.5% | $6,713-33.6% |
| Admin fee / account holder | $36,540 | $16,158+126.1% | $13,215+176.5% | $11,407+220.3% |