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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 | $147,502 | $165,399-10.8% | $149,745-1.5% | $158,982-7.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.03% | 348.34%-346.3pp | 276.72%-274.7pp | 302.99%-301.0pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,065 | $7,183-29.5% | $6,843-26.0% | $5,983-15.4% |
| Admin fee / account holder | $149,201 | $10,811+1280.1% | $9,312+1502.3% | $11,252+1226.0% |