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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 | $68,003 | $72,071-5.6% | $68,368-0.5% | $137,256-50.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.10% | 353.14%-341.0pp | 292.57%-280.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,875 | $4,410+33.2% | $4,123+42.5% | $6,407-8.3% |
| Admin fee / account holder | $795 | $5,336-85.1% | $5,150-84.6% | $12,270-93.5% |