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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 | $58,279 | $211,239-72.4% | $178,528-67.4% | $145,877-60.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -0.28% | 30.22%-30.5pp | 27.11%-27.4pp | 551.28%-551.6pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $27,000 | $6,963+287.8% | $6,278+330.1% | $6,691+303.6% |
| Admin fee / account holder | $8,403 | $12,095-30.5% | $10,419-19.4% | $13,402-37.3% |