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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 | $25,323 | $47,479-46.7% | $62,929-59.8% | $82,448-69.3% |
| Participation rate | 82.1% | 66.9%+15.3pp | 73.1%+9.0pp | 68.1%+14.1pp |
| Annual return | 5.99% | 20.34%-14.4pp | 1063.93%-1057.9pp | 41.64%-35.6pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,390 | $2,870+18.1% | $3,888-12.8% | $4,139-18.1% |
| Admin fee / account holder | $3,835 | $3,804+0.8% | $5,065-24.3% | $7,234-47.0% |