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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 | $45,366 | $88,815-48.9% | $81,882-44.6% | $145,897-68.9% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 8.61% | 1033.75%-1025.1pp | 779.47%-770.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,224 | $4,647-52.1% | $4,323-48.5% | $6,689-66.7% |
| Admin fee / account holder | $12,040 | $8,434+42.7% | $7,360+63.6% | $13,390-10.1% |