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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 | $49,314 | $112,121-56.0% | $95,960-48.6% | $158,966-69.0% |
| Participation rate | 83.3% | 79.0%+4.3pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 5.61% | 171.16%-165.6pp | 91.63%-86.0pp | 302.95%-297.3pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,687 | $4,784+81.6% | $4,167+108.5% | $5,983+45.2% |
| Admin fee / account holder | $75,114 | $10,135+641.1% | $6,797+1005.1% | $11,250+567.7% |