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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 | $98,494 | $63,703+54.6% | $93,063+5.8% | $82,448+19.5% |
| Participation rate | 89.1% | 63.8%+25.3pp | 72.1%+17.0pp | 68.1%+21.0pp |
| Annual return | 13.12% | -775.43%+788.5pp | 34.15%-21.0pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,413 | $2,919+16.9% | $3,958-13.8% | $4,139-17.5% |
| Admin fee / account holder | $18,780 | $5,982+213.9% | $6,033+211.3% | $7,234+159.6% |