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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 | $39,147 | $58,726-33.3% | $142,898-72.6% | $85,851-54.4% |
| Participation rate | 80.8% | 58.5%+22.3pp | 72.0%+8.8pp | 69.3%+11.4pp |
| Annual return | 11.60% | 27.73%-16.1pp | 5639.64%-5628.0pp | 318.63%-307.0pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,679 | $2,609+79.4% | $3,838+21.9% | $3,952+18.4% |
| Admin fee / account holder | $2,795 | $4,234-34.0% | $6,560-57.4% | $6,261-55.4% |