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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 | $59,011 | $176,688-66.6% | $130,660-54.8% | $152,909-61.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 2.85% | 2693.08%-2690.2pp | 1709.29%-1706.4pp | 345.46%-342.6pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,547 | $4,362-18.7% | $3,603-1.6% | $5,851-39.4% |
| Admin fee / account holder | $7,657 | $7,131+7.4% | $5,463+40.2% | $11,601-34.0% |