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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 | $37,874 | $60,139-37.0% | $90,461-58.1% | $79,856-52.6% |
| Participation rate | 80.0% | 65.0%+15.0pp | 72.7%+7.3pp | 69.6%+10.4pp |
| Annual return | 10.10% | 71.96%-61.9pp | 1294.76%-1284.7pp | 31.71%-21.6pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,039 | $2,939+71.5% | $3,964+27.1% | $3,741+34.7% |
| Admin fee / account holder | $10,453 | $3,978+162.8% | $5,617+86.1% | $5,306+97.0% |