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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 | $72,326 | $127,790-43.4% | $106,554-32.1% | $167,553-56.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 3.36% | 33.88%-30.5pp | 26.80%-23.4pp | 478.89%-475.5pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,903 | $5,088-62.6% | $4,398-56.7% | $6,343-70.0% |
| Admin fee / account holder | $23,994 | $11,231+113.6% | $7,408+223.9% | $12,316+94.8% |