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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% | $155,567-71.7% | $145,959-69.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.07% | 61.24%-59.2pp | 64.74%-62.7pp | 561.95%-559.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,363 | $6,464-63.4% | $5,628-58.0% | $6,689-64.7% |
| Admin fee / account holder | $2,695 | $19,318-86.0% | $15,916-83.1% | $13,398-79.9% |