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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 | $37,540 | $175,257-78.6% | $149,717-74.9% | $139,456-73.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.34% | 166.70%-156.4pp | 134.41%-124.1pp | 373.45%-363.1pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,000 | $6,521+53.4% | $5,682+76.0% | $6,711+49.0% |
| Admin fee / account holder | $670 | $16,156-95.9% | $13,213-94.9% | $11,407-94.1% |