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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 | $19,428 | $99,995-80.6% | $85,063-77.2% | $145,978-86.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 0.04% | 83.99%-83.9pp | 66.54%-66.5pp | 550.52%-550.5pp |
| Employer contribution / active EE | $1 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,417 | $5,295-35.5% | $4,523-24.5% | $6,690-48.9% |
| Admin fee / account holder | $3,970 | $7,255-45.3% | $6,155-35.5% | $13,400-70.4% |