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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 | $32,454 | $227,291-85.7% | $214,702-84.9% | $155,188-79.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 8.68% | 60.08%-51.4pp | 54.55%-45.9pp | 148.84%-140.2pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,468 | $9,582-42.9% | $9,147-40.2% | $6,531-16.3% |
| Admin fee / account holder | $8,396 | $20,413-58.9% | $19,830-57.7% | $14,480-42.0% |