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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 | $81,984 | $96,678-15.2% | $86,640-5.4% | $139,466-41.2% |
| Participation rate | 86.7% | 74.4%+12.3pp | 71.7%+15.0pp | 80.3%+6.3pp |
| Annual return | 8.10% | 106.69%-98.6pp | 592.52%-584.4pp | 373.66%-365.6pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,933 | $4,837+2.0% | $4,438+11.1% | $6,712-26.5% |
| Admin fee / account holder | $976 | $6,410-84.8% | $5,616-82.6% | $11,409-91.4% |