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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 | $37,964 | $99,011-61.7% | $86,582-56.2% | $147,586-74.3% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 6.41% | 1312.75%-1306.3pp | 965.08%-958.7pp | 578.59%-572.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,506 | $3,972-62.1% | $3,609-58.3% | $5,439-72.3% |
| Admin fee / account holder | $2,528 | $5,709-55.7% | $4,904-48.5% | $10,886-76.8% |