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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 | $73,105 | $109,863-33.5% | $98,477-25.8% | $167,518-56.4% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 6.97% | 1958.09%-1951.1pp | 1493.59%-1486.6pp | 478.71%-471.7pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,292 | $4,673+13.2% | $4,276+23.8% | $6,342-16.6% |
| Admin fee / account holder | $1,078 | $6,755-84.0% | $5,951-81.9% | $12,312-91.2% |