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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 | $30,611 | $88,702-65.5% | $81,780-62.6% | $145,978-79.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 2.50% | 1029.12%-1026.6pp | 776.27%-773.8pp | 550.52%-548.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,612 | $4,645+106.9% | $4,321+122.5% | $6,690+43.7% |
| Admin fee / account holder | $833 | $8,414-90.1% | $7,384-88.7% | $13,400-93.8% |