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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 | $155,811 | $51,638+201.7% | $129,406+20.4% | $80,959+92.5% |
| Participation rate | 96.8% | 56.9%+39.8pp | 69.6%+27.1pp | 67.7%+29.1pp |
| Annual return | 0.77% | 20.78%-20.0pp | 9468.18%-9467.4pp | 35.67%-34.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $834 | $2,670-68.8% | $4,167-80.0% | $4,300-80.6% |
| Admin fee / account holder | $1,889 | $4,313-56.2% | $7,689-75.4% | $6,925-72.7% |