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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 | $58,796 | $51,184+14.9% | $66,439-11.5% | $86,983-32.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 9.11% | 17.07%-8.0pp | 757.66%-748.6pp | 25.83%-16.7pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,131 | $2,927-61.4% | $3,876-70.8% | $4,194-73.0% |
| Admin fee / account holder | $2,169 | $4,154-47.8% | $6,173-64.9% | $7,856-72.4% |