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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 | $40,069 | $70,366-43.1% | $66,674-39.9% | $138,895-71.2% |
| Participation rate | 86.7% | 76.2%+10.5pp | 73.7%+13.0pp | 79.9%+6.7pp |
| Annual return | 11.39% | 386.41%-375.0pp | 321.24%-309.9pp | 145.39%-134.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,912 | $4,374+126.6% | $4,084+142.7% | $6,396+55.0% |
| Admin fee / account holder | $28,850 | $5,262+448.2% | $5,098+465.9% | $12,562+129.7% |