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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 | $62,513 | $107,353-41.8% | $92,903-32.7% | $152,885-59.1% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 3.92% | 145.62%-141.7pp | 109.43%-105.5pp | 345.39%-341.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,152 | $4,848-35.0% | $4,238-25.6% | $5,851-46.1% |
| Admin fee / account holder | $13,248 | $7,081+87.1% | $5,795+128.6% | $11,598+14.2% |