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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 | $48,314+104.6% | $67,561+46.3% | $80,925+22.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 10.31% | 18.28%-8.0pp | 3525.44%-3515.1pp | 35.65%-25.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,168 | $2,927+110.8% | $4,003+54.1% | $4,299+43.5% |
| Admin fee / account holder | $20,387 | $3,690+452.6% | $4,006+409.0% | $6,940+193.8% |