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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 | $43,314 | $48,570-10.8% | $130,660-66.8% | $72,983-40.7% |
| Participation rate | 92.9% | 58.6%+34.3pp | 71.7%+21.1pp | 69.5%+23.4pp |
| Annual return | 10.19% | 38.63%-28.4pp | 1709.29%-1699.1pp | 81.01%-70.8pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,595 | $2,384+8.9% | $3,603-28.0% | $3,608-28.1% |
| Admin fee / account holder | $1,621 | $3,549-54.3% | $5,463-70.3% | $5,124-68.4% |