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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 | $46,858 | $155,555-69.9% | $146,866-68.1% | $155,188-69.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 5.93% | 115.41%-109.5pp | 102.85%-96.9pp | 148.84%-142.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $18,866 | $8,044+134.5% | $7,759+143.1% | $6,531+188.9% |
| Admin fee / account holder | $68,846 | $14,755+366.6% | $13,620+405.5% | $14,480+375.5% |