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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 | $20,138 | $106,008-81.0% | $92,240-78.2% | $147,586-86.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 1.76% | 50.05%-48.3pp | 176.29%-174.5pp | 578.59%-576.8pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,285 | $4,478-4.3% | $3,897+10.0% | $5,439-21.2% |
| Admin fee / account holder | $6,343 | $6,333+0.2% | $5,194+22.1% | $10,886-41.7% |