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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 | $44,450 | $85,766-48.2% | $136,297-67.4% | $70,124-36.6% |
| Participation rate | 88.6% | 74.2%+14.4pp | 81.9%+6.7pp | 69.5%+19.0pp |
| Annual return | 12.83% | 31.45%-18.6pp | 5156.19%-5143.4pp | 73.14%-60.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,819 | $5,051+35.0% | $6,247+9.2% | $3,332+104.7% |
| Admin fee / account holder | $11,636 | $5,420+114.7% | $9,244+25.9% | $4,645+150.5% |