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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 | $14,694 | $108,897-86.5% | $100,378-85.4% | $145,877-89.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.55% | 58.17%-49.6pp | 49.41%-40.9pp | 551.28%-542.7pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,194 | $8,455-3.1% | $8,087+1.3% | $6,691+22.5% |
| Admin fee / account holder | $1,451 | $9,690-85.0% | $7,899-81.6% | $13,402-89.2% |