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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 | $63,775 | $88,778-28.2% | $81,844-22.1% | $145,884-56.3% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 4.17% | 1033.03%-1028.9pp | 778.87%-774.7pp | 551.85%-547.7pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,845 | $4,648-17.3% | $4,323-11.1% | $6,690-42.5% |
| Admin fee / account holder | $142,568 | $8,430+1591.2% | $7,355+1838.3% | $13,392+964.6% |