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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 | $34,891 | $70,366-50.4% | $66,674-47.7% | $138,895-74.9% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.7%+4.1pp | 79.9%-2.1pp |
| Annual return | 10.84% | 386.41%-375.6pp | 321.24%-310.4pp | 145.39%-134.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,225 | $4,374+42.3% | $4,084+52.4% | $6,396-2.7% |
| Admin fee / account holder | $7,333 | $5,262+39.3% | $5,098+43.8% | $12,562-41.6% |