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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 | $111,814-31.0% | $103,378-25.4% | $145,978-47.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.06% | 24.80%-18.7pp | 24.91%-18.8pp | 550.52%-544.5pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,000 | $5,618+6.8% | $5,058+18.6% | $6,690-10.3% |
| Admin fee / account holder | $33,334 | $9,764+241.4% | $8,401+296.8% | $13,400+148.8% |