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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 | $37,816 | $109,905-65.6% | $98,506-61.6% | $167,553-77.4% |
| Participation rate | 92.3% | 75.8%+16.5pp | 73.3%+19.0pp | 82.1%+10.2pp |
| Annual return | 6.06% | 1960.20%-1954.1pp | 1494.92%-1488.9pp | 478.89%-472.8pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,652 | $4,674-64.7% | $4,277-61.4% | $6,343-74.0% |
| Admin fee / account holder | $403 | $6,760-94.0% | $5,955-93.2% | $12,316-96.7% |