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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 | $121,490 | $208,088-41.6% | $186,193-34.8% | $154,746-21.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 6.39% | 89.97%-83.6pp | 78.03%-71.6pp | 172.34%-165.9pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $20,000 | $7,078+182.6% | $6,513+207.1% | $6,730+197.2% |
| Admin fee / account holder | $88,902 | $11,698+660.0% | $11,058+704.0% | $14,365+518.9% |