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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 | $39,874 | $80,812-50.7% | $160,784-75.2% | $82,448-51.6% |
| Participation rate | 92.3% | 66.2%+26.1pp | 77.0%+15.4pp | 68.1%+24.2pp |
| Annual return | 8.39% | 100.59%-92.2pp | 1803.92%-1795.5pp | 41.64%-33.3pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,952 | $4,335+14.2% | $6,293-21.3% | $4,139+19.6% |
| Admin fee / account holder | $3,401 | $7,695-55.8% | $9,717-65.0% | $7,234-53.0% |