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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 | $26,467 | $96,388-72.5% | $80,627-67.2% | $139,466-81.0% |
| Participation rate | 87.5% | 73.6%+13.9pp | 67.0%+20.5pp | 80.3%+7.2pp |
| Annual return | 9.64% | 1352.08%-1342.4pp | 936.76%-927.1pp | 373.66%-364.0pp |
| Employer contribution / active EE | $375 | $3,260-88.5% | $2,723-86.2% | $4,754-92.1% |
| Participant deferral / active EE | $3,750 | $5,224-28.2% | $4,443-15.6% | $6,712-44.1% |
| Admin fee / account holder | $15,052 | $6,603+128.0% | $5,381+179.8% | $11,409+31.9% |