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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 | $29,880 | $96,691-69.1% | $86,656-65.5% | $139,487-78.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.55% | 106.87%-98.3pp | 593.09%-584.5pp | 373.84%-365.3pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,415 | $4,838+73.9% | $4,439+89.6% | $6,713+25.4% |
| Admin fee / account holder | $1,405 | $6,414-78.1% | $5,619-75.0% | $11,407-87.7% |