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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 | $16,439 | $99,011-83.4% | $86,582-81.0% | $147,586-88.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.69% | 1312.75%-1306.1pp | 965.08%-958.4pp | 578.59%-571.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $780 | $3,972-80.4% | $3,609-78.4% | $5,439-85.7% |
| Admin fee / account holder | $2,684 | $5,709-53.0% | $4,904-45.3% | $10,886-75.3% |