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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 | $34,797 | $88,778-60.8% | $81,844-57.5% | $145,884-76.1% |
| Participation rate | 72.2% | 75.1%-2.8pp | 72.4%-0.2pp | 80.3%-8.1pp |
| Annual return | 4.66% | 1033.03%-1028.4pp | 778.87%-774.2pp | 551.85%-547.2pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,237 | $4,648-73.4% | $4,323-71.4% | $6,690-81.5% |
| Admin fee / account holder | $5,917 | $8,430-29.8% | $7,355-19.6% | $13,392-55.8% |