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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 | $118,076 | $58,311+102.5% | $81,882+44.2% | $80,959+45.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 7.32% | 41.85%-34.5pp | 779.47%-772.2pp | 35.67%-28.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,869 | $3,287+17.7% | $4,323-10.5% | $4,300-10.0% |
| Admin fee / account holder | $2,510 | $4,752-47.2% | $7,360-65.9% | $6,925-63.8% |