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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 | $41,897 | $88,754-52.8% | $81,820-48.8% | $145,877-71.3% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 6.70% | 1031.77%-1025.1pp | 777.93%-771.2pp | 551.28%-544.6pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,731 | $4,648-62.8% | $4,323-60.0% | $6,691-74.1% |
| Admin fee / account holder | $7,176 | $8,424-14.8% | $7,391-2.9% | $13,402-46.5% |