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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 | $51,347 | $57,330-10.4% | $86,656-40.7% | $75,177-31.7% |
| Participation rate | 87.8% | 63.2%+24.6pp | 71.7%+16.0pp | 67.2%+20.6pp |
| Annual return | 11.51% | 2675.40%-2663.9pp | 593.09%-581.6pp | 160.75%-149.2pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,450 | $3,320-56.3% | $4,439-67.3% | $4,126-64.9% |
| Admin fee / account holder | $3,028 | $4,115-26.4% | $5,619-46.1% | $5,651-46.4% |