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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 | $22,641 | $76,368-70.4% | $67,681-66.5% | $154,746-85.4% |
| Participation rate | 90.0% | 79.0%+11.0pp | 73.7%+16.3pp | 80.7%+9.3pp |
| Annual return | 6.23% | 1066.77%-1060.5pp | 590.58%-584.4pp | 172.34%-166.1pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,843 | $4,824-41.1% | $3,976-28.5% | $6,730-57.8% |
| Admin fee / account holder | $28,396 | $8,559+231.7% | $6,100+365.5% | $14,365+97.7% |