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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 | $21,763 | $109,904-80.2% | $97,167-77.6% | $145,959-85.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 4.25% | 243.43%-239.2pp | 75.27%-71.0pp | 561.95%-557.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,160 | $4,676+10.4% | $4,264+21.0% | $6,689-22.8% |
| Admin fee / account holder | $866 | $6,216-86.1% | $5,650-84.7% | $13,398-93.5% |