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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 | $33,026 | $105,200-68.6% | $159,474-79.3% | $85,847-61.5% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.8%-8.5pp | 69.3%+5.0pp |
| Annual return | 11.56% | 45.08%-33.5pp | 263.68%-252.1pp | 318.61%-307.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,350 | $5,946-43.6% | $7,353-54.4% | $3,952-15.2% |
| Admin fee / account holder | $12,083 | $6,934+74.2% | $10,802+11.9% | $6,261+93.0% |