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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 | $14,979 | $104,709-85.7% | $85,705-82.5% | $167,553-91.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 6.49% | 21.45%-15.0pp | 21.49%-15.0pp | 478.89%-472.4pp |
| Employer contribution / active EE | $0 | $3,338-100.0% | $2,619-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,665 | $4,827-65.5% | $3,924-57.6% | $6,343-73.8% |
| Admin fee / account holder | $3,565 | $10,036-64.5% | $6,877-48.2% | $12,316-71.1% |