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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 | $60,962 | $60,128+1.4% | $90,440-32.6% | $79,852-23.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 4.17% | 71.95%-67.8pp | 1294.38%-1290.2pp | 31.72%-27.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,752 | $2,939-40.4% | $3,964-55.8% | $3,740-53.2% |
| Admin fee / account holder | $3,512 | $3,977-11.7% | $5,615-37.4% | $5,306-33.8% |