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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 | $63,703-38.7% | $93,063-58.0% | $82,448-52.6% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 9.95% | -775.43%+785.4pp | 34.15%-24.2pp | 41.64%-31.7pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,356 | $2,919-53.6% | $3,958-65.8% | $4,139-67.3% |
| Admin fee / account holder | $2,763 | $5,982-53.8% | $6,033-54.2% | $7,234-61.8% |