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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 | $48,438 | $51,184-5.4% | $66,439-27.1% | $86,983-44.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 9.68% | 17.07%-7.4pp | 757.66%-748.0pp | 25.83%-16.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,791 | $2,927-38.8% | $3,876-53.8% | $4,194-57.3% |
| Admin fee / account holder | $325 | $4,154-92.2% | $6,173-94.7% | $7,856-95.9% |