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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 | $36,426 | $58,241-37.5% | $81,780-55.5% | $80,911-55.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 3.40% | 41.73%-38.3pp | 776.27%-772.9pp | 35.63%-32.2pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,328 | $3,283-59.5% | $4,321-69.3% | $4,297-69.1% |
| Admin fee / account holder | $3,848 | $4,973-22.6% | $7,384-47.9% | $6,935-44.5% |