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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 | $54,749 | $150,447-63.6% | $136,298-59.8% | $147,586-62.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $771 | $5,256-85.3% | $4,696-83.6% | $4,876-84.2% |
| Participant deferral / active EE | $2,582 | $6,631-61.1% | $6,247-58.7% | $5,439-52.5% |
| Admin fee / account holder | $456 | $10,906-95.8% | $9,244-95.1% | $10,886-95.8% |