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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 | $32,822 | $99,011-66.8% | $86,582-62.1% | $147,586-77.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.71% | 1312.75%-1306.0pp | 965.08%-958.4pp | 578.59%-571.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $592 | $3,972-85.1% | $3,609-83.6% | $5,439-89.1% |
| Admin fee / account holder | $778 | $5,709-86.4% | $4,904-84.1% | $10,886-92.9% |