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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 | $69,464 | $88,815-21.8% | $81,882-15.2% | $145,897-52.4% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 8.12% | 1033.75%-1025.6pp | 779.47%-771.4pp | 552.29%-544.2pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,855 | $4,647-17.0% | $4,323-10.8% | $6,689-42.4% |
| Admin fee / account holder | $34,099 | $8,434+304.3% | $7,360+363.3% | $13,390+154.7% |