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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 | $74,862 | $157,304-52.4% | $141,197-47.0% | $152,909-51.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.74% | 64.34%-52.6pp | 71.41%-59.7pp | 345.46%-333.7pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,900 | $7,111-59.2% | $6,710-56.8% | $5,851-50.4% |
| Admin fee / account holder | $5,685 | $12,126-53.1% | $10,265-44.6% | $11,601-51.0% |