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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 | $23,386 | $125,190-81.3% | $105,624-77.9% | $145,897-84.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 0.18% | 225.22%-225.0pp | 116.20%-116.0pp | 552.29%-552.1pp |
| Employer contribution / active EE | $352 | $3,720-90.5% | $3,168-88.9% | $4,663-92.4% |
| Participant deferral / active EE | $4,612 | $5,716-19.3% | $5,013-8.0% | $6,689-31.0% |
| Admin fee / account holder | $3,933 | $17,138-77.1% | $10,961-64.1% | $13,390-70.6% |