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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 | $3,655 | $88,778-95.9% | $81,844-95.5% | $145,884-97.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.50% | 1033.03%-1023.5pp | 778.87%-769.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,672 | $4,648+0.5% | $4,323+8.1% | $6,690-30.2% |
| Admin fee / account holder | $11,527 | $8,430+36.7% | $7,355+56.7% | $13,392-13.9% |