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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 | $35,694 | $70,366-49.3% | $66,674-46.5% | $138,895-74.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 10.38% | 386.41%-376.0pp | 321.24%-310.9pp | 145.39%-135.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,366 | $4,374+137.0% | $4,084+153.8% | $6,396+62.1% |
| Admin fee / account holder | $1,253 | $5,262-76.2% | $5,098-75.4% | $12,562-90.0% |