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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 | $48,384 | $88,815-45.5% | $81,882-40.9% | $145,897-66.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.60% | 1033.75%-1029.1pp | 779.47%-774.9pp | 552.29%-547.7pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,998 | $4,647+7.5% | $4,323+15.6% | $6,689-25.3% |
| Admin fee / account holder | $2,400 | $8,434-71.6% | $7,360-67.4% | $13,390-82.1% |