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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 | $88,754-56.0% | $81,820-52.2% | $145,877-73.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.08% | 1031.77%-1027.7pp | 777.93%-773.9pp | 551.28%-547.2pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $865 | $4,648-81.4% | $4,323-80.0% | $6,691-87.1% |
| Admin fee / account holder | $435 | $8,424-94.8% | $7,391-94.1% | $13,402-96.8% |