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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 | $51,797 | $60,139-13.9% | $90,461-42.7% | $79,856-35.1% |
| Participation rate | 91.9% | 65.0%+26.9pp | 72.7%+19.2pp | 69.6%+22.3pp |
| Annual return | 7.01% | 71.96%-65.0pp | 1294.76%-1287.8pp | 31.71%-24.7pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,454 | $2,939+17.5% | $3,964-12.9% | $3,741-7.7% |
| Admin fee / account holder | $12,377 | $3,978+211.1% | $5,617+120.4% | $5,306+133.2% |