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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 | $88,137-28.7% | $164,975-61.9% | $74,429-15.6% |
| Participation rate | 72.0% | 73.1%-1.2pp | 78.6%-6.7pp | 67.2%+4.7pp |
| Annual return | 9.92% | 17.13%-7.2pp | 70.12%-60.2pp | 1368.38%-1358.5pp |
| Employer contribution / active EE | $0 | $2,597-100.0% | $4,343-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,253 | $4,501-5.5% | $6,033-29.5% | $4,348-2.2% |
| Admin fee / account holder | $11,709 | $2,231+424.7% | $12,688-7.7% | $1,944+502.2% |