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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 | $94,778 | $102,422-7.5% | $147,117-35.6% | $80,959+17.1% |
| Participation rate | 70.5% | 75.9%-5.4pp | 82.2%-11.7pp | 67.7%+2.8pp |
| Annual return | 10.09% | 135.16%-125.1pp | 420.54%-410.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,909 | $6,652-41.2% | $8,065-51.5% | $4,300-9.1% |
| Admin fee / account holder | $21,197 | $7,953+166.5% | $12,993+63.1% | $6,925+206.1% |