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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 | $72,346 | $149,040-51.5% | $120,225-39.8% | $137,256-47.3% |
| Participation rate | 81.0% | 75.4%+5.5pp | 69.6%+11.4pp | 80.0%+1.0pp |
| Annual return | 6.75% | 605.68%-598.9pp | 439.23%-432.5pp | 220.34%-213.6pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,987 | $4,655-57.3% | $3,999-50.3% | $6,407-69.0% |
| Admin fee / account holder | $20,362 | $6,348+220.8% | $5,696+257.5% | $12,270+65.9% |