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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 | $109,967-74.3% | $97,197-70.9% | $145,877-80.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.14% | 244.27%-237.1pp | 75.47%-68.3pp | 551.28%-544.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,581 | $4,676-44.8% | $4,263-39.5% | $6,691-61.4% |
| Admin fee / account holder | $1,365 | $6,199-78.0% | $5,637-75.8% | $13,402-89.8% |