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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 | $62,472 | $58,726+6.4% | $142,898-56.3% | $85,847-27.2% |
| Participation rate | 70.0% | 58.5%+11.5pp | 72.0%-2.0pp | 69.3%+0.7pp |
| Annual return | 11.92% | 27.73%-15.8pp | 5639.64%-5627.7pp | 318.61%-306.7pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,238 | $2,609+100.8% | $3,838+36.5% | $3,952+32.5% |
| Admin fee / account holder | $16,744 | $4,234+295.4% | $6,560+155.2% | $6,261+167.5% |