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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 | $51,217 | $85,766-40.3% | $136,298-62.4% | $70,126-27.0% |
| Participation rate | 79.5% | 74.2%+5.3pp | 81.9%-2.4pp | 69.5%+9.9pp |
| Annual return | 10.73% | 31.46%-20.7pp | 5156.27%-5145.5pp | 73.15%-62.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,020 | $5,051-20.4% | $6,247-35.7% | $3,332+20.7% |
| Admin fee / account holder | $13,363 | $5,421+146.5% | $9,244+44.6% | $4,645+187.6% |