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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 | $80,874 | $39,028+107.2% | $80,741+0.2% | $85,847-5.8% |
| Participation rate | 95.9% | 41.6%+54.4pp | 54.2%+41.8pp | 69.3%+26.6pp |
| Annual return | 9.94% | 26.31%-16.4pp | 87.30%-77.4pp | 318.61%-308.7pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,363 | $1,326+304.5% | $2,145+150.0% | $3,952+35.7% |
| Admin fee / account holder | $23,364 | $2,429+861.8% | $3,380+591.2% | $6,261+273.2% |