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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 | $47,127 | $124,336-62.1% | $111,303-57.7% | $167,518-71.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 8.58% | 37.45%-28.9pp | 54.66%-46.1pp | 478.71%-470.1pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,964 | $5,181-42.8% | $4,487-33.9% | $6,342-53.3% |
| Admin fee / account holder | $3,580 | $10,623-66.3% | $7,966-55.1% | $12,312-70.9% |