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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 | $40,862 | $127,298-67.9% | $109,916-62.8% | $167,553-75.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 6.23% | 22.97%-16.7pp | 29.46%-23.2pp | 478.89%-472.7pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,411 | $4,513-68.7% | $4,047-65.1% | $6,343-77.7% |
| Admin fee / account holder | $574 | $7,119-91.9% | $6,069-90.5% | $12,316-95.3% |