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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 | $42,690 | $100,060-57.3% | $149,721-71.5% | $70,126-39.1% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.1%-1.4pp | 69.5%+16.2pp |
| Annual return | 12.18% | 27.46%-15.3pp | 1501.67%-1489.5pp | 73.15%-61.0pp |
| Employer contribution / active EE | $4 | $3,661-99.9% | $5,444-99.9% | $2,343-99.8% |
| Participant deferral / active EE | $2,747 | $4,982-44.9% | $6,568-58.2% | $3,332-17.5% |
| Admin fee / account holder | $531 | $8,285-93.6% | $11,282-95.3% | $4,645-88.6% |