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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 | $30,857 | $114,119-73.0% | $107,187-71.2% | $138,895-77.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 10.74% | 273.21%-262.5pp | 204.55%-193.8pp | 145.39%-134.7pp |
| Employer contribution / active EE | $714 | $4,059-82.4% | $3,782-81.1% | $4,194-83.0% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,459 | $10,024-75.5% | $9,162-73.2% | $12,562-80.4% |