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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 | $109,967-57.2% | $97,197-51.6% | $145,877-67.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 6.90% | 244.27%-237.4pp | 75.47%-68.6pp | 551.28%-544.4pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,056 | $4,676+93.6% | $4,263+112.4% | $6,691+35.4% |
| Admin fee / account holder | $19,558 | $6,199+215.5% | $5,637+246.9% | $13,402+45.9% |