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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 | $34,587 | $84,741-59.2% | $75,731-54.3% | $167,553-79.4% |
| Participation rate | 84.2% | 77.8%+6.4pp | 74.8%+9.4pp | 82.1%+2.1pp |
| Annual return | 6.39% | 199.72%-193.3pp | 104.65%-98.3pp | 478.89%-472.5pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,730 | $4,577-62.2% | $3,820-54.7% | $6,343-72.7% |
| Admin fee / account holder | $1,844 | $5,361-65.6% | $3,620-49.1% | $12,316-85.0% |