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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 | $82,347 | $102,393-19.6% | $147,041-44.0% | $80,911+1.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 7.11% | 134.95%-127.8pp | 419.21%-412.1pp | 35.63%-28.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $16,964 | $6,647+155.2% | $8,071+110.2% | $4,297+294.8% |
| Admin fee / account holder | $3,250 | $7,943-59.1% | $13,006-75.0% | $6,935-53.1% |