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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 | $32,406 | $85,766-62.2% | $136,298-76.2% | $70,126-53.8% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 13.10% | 31.46%-18.4pp | 5156.27%-5143.2pp | 73.15%-60.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,769 | $5,051+14.2% | $6,247-7.7% | $3,332+73.1% |
| Admin fee / account holder | $2,115 | $5,421-61.0% | $9,244-77.1% | $4,645-54.5% |