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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 | $39,073 | $88,710-56.0% | $81,783-52.2% | $145,959-73.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.08% | 1027.26%-1023.2pp | 775.05%-771.0pp | 561.95%-557.9pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $865 | $4,645-81.4% | $4,320-80.0% | $6,689-87.1% |
| Admin fee / account holder | $435 | $8,407-94.8% | $7,380-94.1% | $13,398-96.8% |