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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 | $93,872 | $88,778+5.7% | $81,844+14.7% | $145,884-35.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.41% | 1033.03%-1025.6pp | 778.87%-771.5pp | 551.85%-544.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,997 | $4,648+72.0% | $4,323+85.0% | $6,690+19.5% |
| Admin fee / account holder | $5,389 | $8,430-36.1% | $7,355-26.7% | $13,392-59.8% |