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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 | $44,033 | $99,011-55.5% | $86,582-49.1% | $147,586-70.2% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 6.27% | 1312.75%-1306.5pp | 965.08%-958.8pp | 578.59%-572.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,735 | $3,972+69.6% | $3,609+86.6% | $5,439+23.8% |
| Admin fee / account holder | $1,697 | $5,709-70.3% | $4,904-65.4% | $10,886-84.4% |