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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 | $47,087 | $109,904-57.2% | $97,167-51.5% | $145,959-67.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 6.90% | 243.43%-236.5pp | 75.27%-68.4pp | 561.95%-555.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $9,056 | $4,676+93.7% | $4,264+112.4% | $6,689+35.4% |
| Admin fee / account holder | $19,558 | $6,216+214.6% | $5,650+246.1% | $13,398+46.0% |