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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 | $57,257 | $114,130-49.8% | $96,192-40.5% | $167,553-65.8% |
| Participation rate | 81.8% | 75.1%+6.8pp | 68.4%+13.4pp | 82.1%-0.3pp |
| Annual return | 8.32% | 190.07%-181.8pp | 192.09%-183.8pp | 478.89%-470.6pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,226 | $5,198-18.7% | $4,351-2.9% | $6,343-33.4% |
| Admin fee / account holder | $7,227 | $6,901+4.7% | $5,539+30.5% | $12,316-41.3% |