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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 | $47,451 | $110,410-57.0% | $102,437-53.7% | $145,897-67.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.93% | 24.85%-15.9pp | 24.95%-16.0pp | 552.29%-543.4pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,750 | $5,622-68.9% | $5,060-65.4% | $6,689-73.8% |
| Admin fee / account holder | $12,529 | $9,745+28.6% | $8,388+49.4% | $13,390-6.4% |