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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 | $20,062 | $73,546-72.7% | $63,018-68.2% | $147,586-86.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.75% | 175.56%-166.8pp | 87.62%-78.9pp | 578.59%-569.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,513 | $4,185-16.1% | $3,330+5.5% | $5,439-35.4% |
| Admin fee / account holder | $1,695 | $5,956-71.5% | $3,601-52.9% | $10,886-84.4% |