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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 | $72,403-80.7% | $67,524-79.3% | $145,978-90.4% |
| Participation rate | 90.0% | 76.9%+13.1pp | 72.9%+17.1pp | 80.3%+9.7pp |
| Annual return | 6.63% | 7197.23%-7190.6pp | 3519.41%-3512.8pp | 550.52%-543.9pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,390 | $4,782-70.9% | $4,001-65.3% | $6,690-79.2% |
| Admin fee / account holder | $5,360 | $5,541-3.3% | $4,001+34.0% | $13,400-60.0% |