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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 | $52,382 | $154,228-66.0% | $145,433-64.0% | $137,256-61.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 1.60% | 74.59%-73.0pp | 66.58%-65.0pp | 220.34%-218.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,665 | $8,216-18.9% | $7,897-15.6% | $6,407+4.0% |
| Admin fee / account holder | $56,484 | $14,344+293.8% | $13,129+330.2% | $12,270+360.3% |