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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 | $36,382 | $225,673-83.9% | $203,872-82.2% | $155,188-76.6% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 3.30% | 95.91%-92.6pp | 85.11%-81.8pp | 148.84%-145.5pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,430 | $6,893-21.2% | $6,388-15.0% | $6,531-16.9% |
| Admin fee / account holder | $3,296 | $12,327-73.3% | $11,730-71.9% | $14,480-77.2% |