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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 | $28,276 | $110,093-74.3% | $97,295-70.9% | $145,897-80.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.14% | 244.76%-237.6pp | 75.62%-68.5pp | 552.29%-545.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,581 | $4,678-44.8% | $4,264-39.5% | $6,689-61.4% |
| Admin fee / account holder | $1,365 | $6,212-78.0% | $5,646-75.8% | $13,390-89.8% |