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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 | $60,372 | $79,189-23.8% | $102,457-41.1% | $74,400-18.9% |
| Participation rate | 71.8% | 74.8%-2.9pp | 76.5%-4.7pp | 67.2%+4.6pp |
| Annual return | 9.59% | 54.98%-45.4pp | 29.41%-19.8pp | 1367.51%-1357.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,022-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,763 | $4,415-37.4% | $5,054-45.3% | $4,348-36.4% |
| Admin fee / account holder | $10,773 | $2,002+438.0% | $9,451+14.0% | $1,944+454.3% |