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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 | $36,963 | $100,868-63.4% | $90,414-59.1% | $158,931-76.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.57% | 1724.58%-1720.0pp | 1293.19%-1288.6pp | 302.86%-298.3pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,152 | $4,348-50.5% | $3,963-45.7% | $5,982-64.0% |
| Admin fee / account holder | $6,423 | $6,502-1.2% | $5,611+14.5% | $11,247-42.9% |