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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 | $24,228 | $166,242-85.4% | $165,071-85.3% | $145,884-83.4% |
| Participation rate | 82.4% | 82.0%+0.3pp | 78.6%+3.7pp | 80.3%+2.1pp |
| Annual return | 7.59% | 100.44%-92.9pp | 70.17%-62.6pp | 551.85%-544.3pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,418 | $6,964-50.9% | $6,035-43.4% | $6,690-48.9% |
| Admin fee / account holder | $20,489 | $16,658+23.0% | $12,695+61.4% | $13,392+53.0% |