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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 | $51,020 | $80,812-36.9% | $160,784-68.3% | $82,448-38.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 11.68% | 100.59%-88.9pp | 1803.92%-1792.2pp | 41.64%-30.0pp |
| Employer contribution / active EE | $415 | $2,174-80.9% | $3,733-88.9% | $2,551-83.7% |
| Participant deferral / active EE | $2,946 | $4,335-32.1% | $6,293-53.2% | $4,139-28.8% |
| Admin fee / account holder | $11,631 | $7,695+51.1% | $9,717+19.7% | $7,234+60.8% |