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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 | $45,859 | $88,710-48.3% | $81,783-43.9% | $145,959-68.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.27% | 1027.26%-1020.0pp | 775.05%-767.8pp | 561.95%-554.7pp |
| Employer contribution / active EE | $150 | $3,083-95.1% | $2,913-94.8% | $4,661-96.8% |
| Participant deferral / active EE | $3,650 | $4,645-21.4% | $4,320-15.5% | $6,689-45.4% |
| Admin fee / account holder | $1,504 | $8,407-82.1% | $7,380-79.6% | $13,398-88.8% |