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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 | $47,833 | $85,766-44.2% | $136,297-64.9% | $70,131-31.8% |
| Participation rate | 90.5% | 74.2%+16.3pp | 81.9%+8.6pp | 69.5%+20.9pp |
| Annual return | 10.31% | 31.45%-21.1pp | 5156.16%-5145.9pp | 73.14%-62.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $11,344 | $5,051+124.6% | $6,247+81.6% | $3,332+240.5% |
| Admin fee / account holder | $7,795 | $5,420+43.8% | $9,244-15.7% | $4,645+67.8% |