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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 | $43,119 | $118,708-63.7% | $98,920-56.4% | $158,966-72.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 1.35% | 372.49%-371.1pp | 196.47%-195.1pp | 302.95%-301.6pp |
| Employer contribution / active EE | $475 | $3,334-85.8% | $2,689-82.4% | $4,762-90.0% |
| Participant deferral / active EE | $2,438 | $5,089-52.1% | $4,245-42.6% | $5,983-59.2% |
| Admin fee / account holder | $12,746 | $10,134+25.8% | $6,643+91.9% | $11,250+13.3% |