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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 | $60,568 | $121,701-50.2% | $104,639-42.1% | $158,982-61.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 0.24% | 465.72%-465.5pp | 340.67%-340.4pp | 302.99%-302.7pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,079 | $4,176-26.3% | $3,738-17.6% | $5,983-48.5% |
| Admin fee / account holder | $1,318 | $7,778-83.1% | $6,465-79.6% | $11,252-88.3% |