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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 | $25,796 | $108,882-76.3% | $96,754-73.3% | $154,746-83.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 2.64% | 98.39%-95.7pp | 82.04%-79.4pp | 172.34%-169.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,500 | $5,323-71.8% | $4,758-68.5% | $6,730-77.7% |
| Admin fee / account holder | $50,196 | $10,200+392.1% | $8,905+463.7% | $14,365+249.4% |