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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 | $24,734 | $109,872-77.5% | $98,483-74.9% | $167,536-85.2% |
| Participation rate | 73.9% | 75.8%-1.9pp | 73.3%+0.6pp | 82.1%-8.2pp |
| Annual return | 7.26% | 1959.31%-1952.1pp | 1494.38%-1487.1pp | 478.82%-471.6pp |
| Employer contribution / active EE | -$16 | $3,225-100.5% | $2,961-100.6% | $4,839-100.3% |
| Participant deferral / active EE | $1,005 | $4,673-78.5% | $4,276-76.5% | $6,342-84.2% |
| Admin fee / account holder | $8,573 | $6,757+26.9% | $5,953+44.0% | $12,315-30.4% |