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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 | $64,443 | $105,210-38.7% | $159,487-59.6% | $85,851-24.9% |
| Participation rate | 75.5% | 75.8%-0.3pp | 82.8%-7.3pp | 69.3%+6.2pp |
| Annual return | 4.24% | 45.08%-40.8pp | 263.71%-259.5pp | 318.63%-314.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,133 | $5,946+70.4% | $7,354+37.8% | $3,952+156.4% |
| Admin fee / account holder | $7,718 | $6,934+11.3% | $10,804-28.6% | $6,261+23.3% |