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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 | $23,630 | $96,691-75.6% | $86,656-72.7% | $139,487-83.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.75% | 106.87%-96.1pp | 593.09%-582.3pp | 373.84%-363.1pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,682 | $4,838-44.6% | $4,439-39.6% | $6,713-60.1% |
| Admin fee / account holder | $3,197 | $6,414-50.2% | $5,619-43.1% | $11,407-72.0% |