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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 | $24,099 | $70,121-65.6% | $63,803-62.2% | $138,895-82.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 5.60% | 946.48%-940.9pp | 543.72%-538.1pp | 145.39%-139.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $14,582 | $4,535+221.5% | $3,843+279.4% | $6,396+128.0% |
| Admin fee / account holder | $20,939 | $6,738+210.8% | $5,196+302.9% | $12,562+66.7% |