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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 | $11,351 | $88,710-87.2% | $81,783-86.1% | $145,959-92.2% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 7.67% | 1027.26%-1019.6pp | 775.05%-767.4pp | 561.95%-554.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,987 | $4,645+50.4% | $4,320+61.7% | $6,689+4.5% |
| Admin fee / account holder | $48,496 | $8,407+476.8% | $7,380+557.1% | $13,398+262.0% |