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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 | $63,480 | $105,210-39.7% | $159,487-60.2% | $85,851-26.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 3.41% | 45.08%-41.7pp | 263.71%-260.3pp | 318.63%-315.2pp |
| Employer contribution / active EE | $147 | $3,319-95.6% | $4,831-97.0% | $2,565-94.3% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,791 | $6,934+12.4% | $10,804-27.9% | $6,261+24.4% |