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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 | $45,297 | $148,629-69.5% | $135,982-66.7% | $139,487-67.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.53% | 79.33%-67.8pp | 68.32%-56.8pp | 373.84%-362.3pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,058 | $8,102-12.9% | $7,760-9.0% | $6,713+5.1% |
| Admin fee / account holder | $359 | $12,406-97.1% | $10,767-96.7% | $11,407-96.9% |