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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 | $19,318 | $99,011-80.5% | $86,582-77.7% | $147,586-86.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.90% | 1312.75%-1304.8pp | 965.08%-957.2pp | 578.59%-570.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,593 | $3,972+40.8% | $3,609+55.0% | $5,439+2.8% |
| Admin fee / account holder | $2,443 | $5,709-57.2% | $4,904-50.2% | $10,886-77.6% |