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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 | $19,380 | $160,028-87.9% | $147,080-86.8% | $145,884-86.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.30% | 98.60%-91.3pp | 420.17%-412.9pp | 551.85%-544.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $18,139 | $8,422+115.4% | $8,066+124.9% | $6,690+171.1% |
| Admin fee / account holder | $56,917 | $15,030+278.7% | $12,989+338.2% | $13,392+325.0% |