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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 | $77,135 | $110,410-30.1% | $102,437-24.7% | $145,897-47.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.06% | 24.85%-18.8pp | 24.95%-18.9pp | 552.29%-546.2pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,000 | $5,622+6.7% | $5,060+18.6% | $6,689-10.3% |
| Admin fee / account holder | $33,334 | $9,745+242.1% | $8,388+297.4% | $13,390+148.9% |