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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 | $12,466 | $88,778-86.0% | $81,844-84.8% | $145,884-91.5% |
| Participation rate | 95.2% | 75.1%+20.2pp | 72.4%+22.9pp | 80.3%+14.9pp |
| Annual return | 8.46% | 1033.03%-1024.6pp | 778.87%-770.4pp | 551.85%-543.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,539 | $4,648-2.3% | $4,323+5.0% | $6,690-32.1% |
| Admin fee / account holder | $7,326 | $8,430-13.1% | $7,355-0.4% | $13,392-45.3% |