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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 | $52,330 | $198,462-73.6% | $170,439-69.3% | $147,585-64.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.51% | 257.30%-251.8pp | 205.94%-200.4pp | 578.58%-573.1pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $16,585 | $5,629+194.6% | $4,939+235.8% | $5,439+204.9% |
| Admin fee / account holder | $43,113 | $16,852+155.8% | $13,881+210.6% | $10,886+296.1% |