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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 | $34,464 | $162,821-78.8% | $133,978-74.3% | $158,982-78.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 1.25% | 41.95%-40.7pp | 45.10%-43.8pp | 302.99%-301.7pp |
| Employer contribution / active EE | $811 | $4,976-83.7% | $3,919-79.3% | $4,763-83.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,614 | $11,742-52.2% | $8,930-37.1% | $11,252-50.1% |