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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 | $31,178 | $102,595-69.6% | $94,057-66.9% | $154,746-79.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 4.14% | 583.42%-579.3pp | 480.62%-476.5pp | 172.34%-168.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $33,379 | $5,118+552.2% | $4,709+608.8% | $6,730+395.9% |
| Admin fee / account holder | $616,177 | $7,736+7865.1% | $7,244+8405.5% | $14,365+4189.4% |