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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 | $39,735 | $112,131-64.6% | $95,964-58.6% | $158,982-75.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.27% | 171.19%-165.9pp | 91.64%-86.4pp | 302.99%-297.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,771 | $4,784+62.4% | $4,167+86.5% | $5,983+29.9% |
| Admin fee / account holder | $1,012 | $10,136-90.0% | $6,797-85.1% | $11,252-91.0% |