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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 | $62,816 | $88,203-28.8% | $165,100-62.0% | $74,478-15.7% |
| Participation rate | 72.0% | 73.1%-1.2pp | 78.6%-6.7pp | 67.2%+4.7pp |
| Annual return | 9.92% | 17.13%-7.2pp | 70.21%-60.3pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,253 | $4,505-5.6% | $6,035-29.5% | $4,350-2.2% |
| Admin fee / account holder | $11,709 | $2,235+423.9% | $12,696-7.8% | $1,946+501.7% |