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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 | $68,493 | $112,112-38.9% | $95,956-28.6% | $158,950-56.9% |
| Participation rate | 94.7% | 79.0%+15.8pp | 77.1%+17.7pp | 82.0%+12.8pp |
| Annual return | 4.77% | 171.15%-166.4pp | 91.63%-86.9pp | 302.91%-298.1pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,004 | $4,784-16.3% | $4,167-3.9% | $5,983-33.1% |
| Admin fee / account holder | $17,149 | $10,134+69.2% | $6,797+152.3% | $11,248+52.5% |