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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 | $44,328 | $106,008-58.2% | $92,240-51.9% | $147,586-70.0% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 7.02% | 50.05%-43.0pp | 176.29%-169.3pp | 578.59%-571.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,012 | $4,478-32.7% | $3,897-22.7% | $5,439-44.6% |
| Admin fee / account holder | $377 | $6,333-94.1% | $5,194-92.8% | $10,886-96.5% |