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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 | $46,011 | $106,008-56.6% | $92,240-50.1% | $147,586-68.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.52% | 50.05%-40.5pp | 176.29%-166.8pp | 578.59%-569.1pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $12,444 | $4,478+177.9% | $3,897+219.3% | $5,439+128.8% |
| Admin fee / account holder | $915 | $6,333-85.6% | $5,194-82.4% | $10,886-91.6% |