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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 | $43,782 | $208,088-79.0% | $186,193-76.5% | $154,746-71.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 8.19% | 89.97%-81.8pp | 78.03%-69.8pp | 172.34%-164.1pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,000 | $7,078-1.1% | $6,513+7.5% | $6,730+4.0% |
| Admin fee / account holder | $3,580 | $11,698-69.4% | $11,058-67.6% | $14,365-75.1% |