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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 | $28,127 | $96,691-70.9% | $86,656-67.5% | $139,487-79.8% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 10.78% | 106.87%-96.1pp | 593.09%-582.3pp | 373.84%-363.1pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,441 | $4,838-49.5% | $4,439-45.0% | $6,713-63.6% |
| Admin fee / account holder | $2,322 | $6,414-63.8% | $5,619-58.7% | $11,407-79.6% |