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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 | $17,364 | $111,830-84.5% | $93,696-81.5% | $145,884-88.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 0.37% | 204.08%-203.7pp | 133.74%-133.4pp | 551.85%-551.5pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,792 | $4,920-22.9% | $4,417-14.2% | $6,690-43.3% |
| Admin fee / account holder | $8,163 | $10,249-20.4% | $8,287-1.5% | $13,392-39.0% |