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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 | $29,412 | $48,570-39.4% | $130,660-77.5% | $72,976-59.7% |
| Participation rate | 80.0% | 58.6%+21.4pp | 71.7%+8.3pp | 69.5%+10.5pp |
| Annual return | 3.37% | 38.63%-35.3pp | 1709.29%-1705.9pp | 81.02%-77.6pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,620 | $2,384+9.9% | $3,603-27.3% | $3,608-27.4% |
| Admin fee / account holder | $3,359 | $3,549-5.3% | $5,463-38.5% | $5,124-34.4% |