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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 | $25,824 | $166,131-84.5% | $164,975-84.3% | $145,877-82.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.52% | 100.37%-92.8pp | 70.12%-62.6pp | 551.28%-543.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,649 | $6,962-62.0% | $6,033-56.1% | $6,691-60.4% |
| Admin fee / account holder | $1,134 | $16,648-93.2% | $12,688-91.1% | $13,402-91.5% |