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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 | $69,030 | $106,905-35.4% | $84,020-17.8% | $152,885-54.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 3.88% | 105.00%-101.1pp | 71.31%-67.4pp | 345.39%-341.5pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,431 | $4,012-39.4% | $3,239-24.9% | $5,851-58.4% |
| Admin fee / account holder | $1,719 | $8,287-79.3% | $6,101-71.8% | $11,598-85.2% |