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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 | $44,933 | $96,691-53.5% | $86,656-48.1% | $139,487-67.8% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 6.91% | 106.87%-100.0pp | 593.09%-586.2pp | 373.84%-366.9pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,644 | $4,838-66.0% | $4,439-63.0% | $6,713-75.5% |
| Admin fee / account holder | $463 | $6,414-92.8% | $5,619-91.8% | $11,407-95.9% |