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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 | $47,122 | $107,941-56.3% | $91,994-48.8% | $152,909-69.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 2.88% | 89.28%-86.4pp | 69.04%-66.2pp | 345.46%-342.6pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,252 | $6,366-64.6% | $5,924-62.0% | $5,851-61.5% |
| Admin fee / account holder | $4,887 | $10,521-53.5% | $7,744-36.9% | $11,601-57.9% |