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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 | $17,659 | $96,678-81.7% | $86,640-79.6% | $139,466-87.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 7.32% | 106.69%-99.4pp | 592.52%-585.2pp | 373.66%-366.3pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,926 | $4,837+1.8% | $4,438+11.0% | $6,712-26.6% |
| Admin fee / account holder | $8,116 | $6,410+26.6% | $5,616+44.5% | $11,409-28.9% |