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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 | $51,825 | $96,678-46.4% | $86,640-40.2% | $139,466-62.8% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 10.03% | 106.69%-96.7pp | 592.52%-582.5pp | 373.66%-363.6pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,488 | $4,837-48.6% | $4,438-43.9% | $6,712-62.9% |
| Admin fee / account holder | $1,581 | $6,410-75.3% | $5,616-71.9% | $11,409-86.1% |