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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 | $17,859 | $56,431-68.4% | $130,788-86.3% | $87,485-79.6% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 9.16% | 91.27%-82.1pp | 386.44%-377.3pp | 26.06%-16.9pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,333 | $2,749+94.0% | $4,137+28.9% | $4,274+24.8% |
| Admin fee / account holder | $21,548 | $4,433+386.1% | $6,673+222.9% | $7,775+177.1% |