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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 | $41,095 | $160,040-74.3% | $147,096-72.1% | $145,877-71.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.35% | 98.49%-90.1pp | 419.75%-411.4pp | 551.28%-542.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $20,100 | $8,429+138.5% | $8,071+149.0% | $6,691+200.4% |
| Admin fee / account holder | $373 | $15,050-97.5% | $13,005-97.1% | $13,402-97.2% |