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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 | $40,319 | $80,812-50.1% | $160,784-74.9% | $82,448-51.1% |
| Participation rate | 93.1% | 66.2%+26.8pp | 77.0%+16.1pp | 68.1%+25.0pp |
| Annual return | 13.30% | 100.59%-87.3pp | 1803.92%-1790.6pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,453 | $4,335-43.4% | $6,293-61.0% | $4,139-40.7% |
| Admin fee / account holder | $2,643 | $7,695-65.6% | $9,717-72.8% | $7,234-63.5% |