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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 | $57,310 | $60,128-4.7% | $90,440-36.6% | $79,852-28.2% |
| Participation rate | 89.2% | 65.0%+24.2pp | 72.7%+16.5pp | 69.6%+19.6pp |
| Annual return | 6.41% | 71.95%-65.5pp | 1294.38%-1288.0pp | 31.72%-25.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,163 | $2,939-60.4% | $3,964-70.7% | $3,740-68.9% |
| Admin fee / account holder | $5,681 | $3,977+42.8% | $5,615+1.2% | $5,306+7.1% |