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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 | $31,505 | $90,691-65.3% | $76,119-58.6% | $145,884-78.4% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.0pp |
| Annual return | 7.28% | 624.52%-617.2pp | 361.25%-354.0pp | 551.85%-544.6pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,882 | $5,167+33.2% | $4,259+61.6% | $6,690+2.9% |
| Admin fee / account holder | $6,154 | $8,383-26.6% | $6,421-4.2% | $13,392-54.0% |