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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 | $29,292 | $88,778-67.0% | $81,844-64.2% | $145,884-79.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 8.22% | 1033.03%-1024.8pp | 778.87%-770.6pp | 551.85%-543.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,281 | $4,648-7.9% | $4,323-1.0% | $6,690-36.0% |
| Admin fee / account holder | $20,646 | $8,430+144.9% | $7,355+180.7% | $13,392+54.2% |