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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 | $98,839 | $48,277+104.7% | $67,511+46.4% | $80,874+22.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 10.31% | 18.27%-8.0pp | 3517.41%-3507.1pp | 35.62%-25.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,168 | $2,926+110.8% | $4,000+54.2% | $4,297+43.5% |
| Admin fee / account holder | $20,387 | $3,687+452.9% | $3,999+409.8% | $6,935+194.0% |