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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 | $30,734 | $110,379-72.2% | $102,412-70.0% | $145,884-78.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.18% | 24.84%-17.7pp | 24.94%-17.8pp | 551.85%-544.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,562 | $5,622-36.6% | $5,060-29.6% | $6,690-46.8% |
| Admin fee / account holder | $561 | $9,745-94.2% | $8,388-93.3% | $13,392-95.8% |