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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 | $44,034 | $183,592-76.0% | $155,574-71.7% | $145,877-69.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.07% | 61.37%-59.3pp | 64.87%-62.8pp | 551.28%-549.2pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,363 | $6,466-63.5% | $5,629-58.0% | $6,691-64.7% |
| Admin fee / account holder | $2,695 | $19,316-86.0% | $15,914-83.1% | $13,402-79.9% |