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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 | $58,258+102.7% | $81,820+44.3% | $80,925+45.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 7.32% | 41.76%-34.4pp | 777.93%-770.6pp | 35.65%-28.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,869 | $3,284+17.8% | $4,323-10.5% | $4,299-10.0% |
| Admin fee / account holder | $2,510 | $4,976-49.6% | $7,391-66.0% | $6,940-63.8% |