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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 | $53,124 | $184,014-71.1% | $161,149-67.0% | $138,895-61.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 5.19% | 21.52%-16.3pp | 21.16%-16.0pp | 145.39%-140.2pp |
| Employer contribution / active EE | $833 | $5,055-83.5% | $4,360-80.9% | $4,194-80.1% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $278,526 | $18,027+1445.1% | $15,194+1733.1% | $12,562+2117.2% |