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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 | $79,213 | $165,399-52.1% | $149,745-47.1% | $158,982-50.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $790 | $5,105-84.5% | $4,646-83.0% | $4,763-83.4% |
| Participant deferral / active EE | $5,574 | $7,183-22.4% | $6,843-18.5% | $5,983-6.8% |
| Admin fee / account holder | $2,333 | $10,811-78.4% | $9,312-74.9% | $11,252-79.3% |