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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 | $100,139-80.6% | $85,187-77.2% | $145,884-86.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 0.04% | 84.15%-84.1pp | 66.67%-66.6pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,417 | $5,296-35.5% | $4,525-24.5% | $6,690-48.9% |
| Admin fee / account holder | $3,970 | $7,262-45.3% | $6,162-35.6% | $13,392-70.4% |