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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 | $37,703 | $152,619-75.3% | $125,195-69.9% | $152,909-75.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 8.91% | 54.85%-45.9pp | 43.79%-34.9pp | 345.46%-336.6pp |
| Employer contribution / active EE | $372 | $4,947-92.5% | $3,866-90.4% | $4,764-92.2% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,647 | $13,437-65.4% | $9,704-52.1% | $11,601-59.9% |