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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 | $23,473 | $183,592-87.2% | $155,574-84.9% | $145,877-83.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.33% | 61.37%-60.0pp | 64.87%-63.5pp | 551.28%-550.0pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,653 | $6,466-43.5% | $5,629-35.1% | $6,691-45.4% |
| Admin fee / account holder | $123,850 | $19,316+541.2% | $15,914+678.2% | $13,402+824.1% |