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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 | $51,596 | $72,426-28.8% | $67,560-23.6% | $145,897-64.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 5.25% | 7226.78%-7221.5pp | 3533.50%-3528.2pp | 552.29%-547.0pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,793 | $4,785+83.7% | $4,004+119.6% | $6,689+31.4% |
| Admin fee / account holder | $10,210 | $5,514+85.2% | $3,994+155.6% | $13,390-23.8% |