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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 | $13,495 | $49,199-72.6% | $121,210-88.9% | $75,177-82.0% |
| Participation rate | 80.0% | 55.4%+24.6pp | 69.5%+10.5pp | 67.2%+12.8pp |
| Annual return | 12.84% | 56.04%-43.2pp | 987.41%-974.6pp | 160.75%-147.9pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,128 | $2,630-19.1% | $4,084-47.9% | $4,126-48.4% |
| Admin fee / account holder | $2,183 | $3,946-44.7% | $5,647-61.4% | $5,651-61.4% |