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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 | $41,244 | $110,039-62.5% | $97,260-57.6% | $145,884-71.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 5.81% | 244.44%-238.6pp | 75.54%-69.7pp | 551.85%-546.0pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,430 | $4,674-69.4% | $4,262-66.4% | $6,690-78.6% |
| Admin fee / account holder | $1,283 | $6,204-79.3% | $5,640-77.3% | $13,392-90.4% |