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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 | $29,864 | $132,634-77.5% | $115,768-74.2% | $137,256-78.2% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 6.96% | 160.70%-153.7pp | 100.46%-93.5pp | 220.34%-213.4pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,765 | $5,619-33.0% | $4,917-23.4% | $6,407-41.2% |
| Admin fee / account holder | $37,990 | $15,028+152.8% | $12,439+205.4% | $12,270+209.6% |