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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 | $27,061 | $56,431-52.0% | $130,788-79.3% | $87,485-69.1% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 9.89% | 91.27%-81.4pp | 386.44%-376.6pp | 26.06%-16.2pp |
| Employer contribution / active EE | $248 | $1,549-84.0% | $3,558-93.0% | $2,596-90.4% |
| Participant deferral / active EE | $1,573 | $2,749-42.8% | $4,137-62.0% | $4,274-63.2% |
| Admin fee / account holder | $7,052 | $4,433+59.1% | $6,673+5.7% | $7,775-9.3% |