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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 | $39,047 | $73,107-46.6% | $114,563-65.9% | $87,485-55.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.9%+27.1pp | 68.9%+31.1pp |
| Annual return | 9.95% | 19.47%-9.5pp | 241.09%-231.1pp | 26.06%-16.1pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,356 | $3,144-56.9% | $4,142-67.3% | $4,274-68.3% |
| Admin fee / account holder | $2,763 | $5,770-52.1% | $7,623-63.8% | $7,775-64.5% |