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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 | $26,564 | $65,566-59.5% | $86,235-69.2% | $75,177-64.7% |
| Participation rate | 95.6% | 60.5%+35.1pp | 69.0%+26.6pp | 67.2%+28.4pp |
| Annual return | 10.46% | 46.07%-35.6pp | 1170.03%-1159.6pp | 160.75%-150.3pp |
| Employer contribution / active EE | $278 | $1,553-82.1% | $2,381-88.3% | $2,671-89.6% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,250 | $5,470-77.1% | $6,856-81.8% | $5,651-77.9% |