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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 | $60,848 | $65,434-7.0% | $98,483-38.2% | $85,847-29.1% |
| Participation rate | 88.6% | 65.0%+23.6pp | 73.3%+15.2pp | 69.3%+19.3pp |
| Annual return | 11.27% | 21.75%-10.5pp | 1494.38%-1483.1pp | 318.61%-307.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,778 | $3,168-12.3% | $4,276-35.0% | $3,952-29.7% |
| Admin fee / account holder | $13,453 | $4,595+192.8% | $5,953+126.0% | $6,261+114.9% |