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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 | $16,210 | $72,071-77.5% | $68,368-76.3% | $137,256-88.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 6.91% | 353.14%-346.2pp | 292.57%-285.7pp | 220.34%-213.4pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,400 | $4,410-45.6% | $4,123-41.8% | $6,407-62.5% |
| Admin fee / account holder | $1,896 | $5,336-64.5% | $5,150-63.2% | $12,270-84.5% |