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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 | $31,497 | $56,200-44.0% | $67,653-53.4% | $59,633-47.2% |
| Participation rate | 94.4% | 71.5%+23.0pp | 75.7%+18.8pp | 68.7%+25.8pp |
| Annual return | -2.75% | 18506.71%-18509.5pp | 6625.22%-6628.0pp | 2041.40%-2044.2pp |
| Employer contribution / active EE | $1 | $1,615-99.9% | $2,266-99.9% | $2,203-99.9% |
| Participant deferral / active EE | $1,818 | $2,843-36.1% | $3,560-48.9% | $3,192-43.0% |
| Admin fee / account holder | $679 | $3,959-82.9% | $4,821-85.9% | $4,297-84.2% |