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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 | $32,138 | $60,119-46.5% | $90,430-64.5% | $79,858-59.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 10.19% | 71.94%-61.7pp | 1293.73%-1283.5pp | 31.72%-21.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,139 | $2,938-27.2% | $3,963-46.0% | $3,740-42.8% |
| Admin fee / account holder | $7,574 | $3,976+90.5% | $5,613+34.9% | $5,306+42.7% |