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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 | $43,107 | $226,135-80.9% | $182,558-76.4% | $152,909-71.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 1.75% | 192.60%-190.8pp | 148.59%-146.8pp | 345.46%-343.7pp |
| Employer contribution / active EE | $303 | $4,979-93.9% | $4,076-92.6% | $4,764-93.6% |
| Participant deferral / active EE | $2,131 | $6,371-66.6% | $5,526-61.4% | $5,851-63.6% |
| Admin fee / account holder | $15,732 | $10,707+46.9% | $8,594+83.1% | $11,601+35.6% |