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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 | $70,366-77.0% | $66,674-75.7% | $138,895-88.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 6.91% | 386.41%-379.5pp | 321.24%-314.3pp | 145.39%-138.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,400 | $4,374-45.1% | $4,084-41.2% | $6,396-62.5% |
| Admin fee / account holder | $1,896 | $5,262-64.0% | $5,098-62.8% | $12,562-84.9% |