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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 | $51,422 | $99,011-48.1% | $86,582-40.6% | $147,586-65.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.23% | 1312.75%-1305.5pp | 965.08%-957.8pp | 578.59%-571.4pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,159 | $3,972-45.6% | $3,609-40.2% | $5,439-60.3% |
| Admin fee / account holder | $538 | $5,709-90.6% | $4,904-89.0% | $10,886-95.1% |