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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 | $54,718 | $58,234-6.0% | $81,783-33.1% | $80,874-32.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 8.13% | 41.70%-33.6pp | 775.05%-766.9pp | 35.62%-27.5pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,268 | $3,283-30.9% | $4,320-47.5% | $4,297-47.2% |
| Admin fee / account holder | $1,167 | $4,982-76.6% | $7,380-84.2% | $6,935-83.2% |