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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 | $13,970 | $72,426-80.7% | $67,560-79.3% | $145,897-90.4% |
| Participation rate | 90.0% | 76.9%+13.1pp | 72.9%+17.1pp | 80.3%+9.7pp |
| Annual return | 6.63% | 7226.78%-7220.1pp | 3533.50%-3526.9pp | 552.29%-545.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,390 | $4,785-71.0% | $4,004-65.3% | $6,689-79.2% |
| Admin fee / account holder | $5,360 | $5,514-2.8% | $3,994+34.2% | $13,390-60.0% |