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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 | $130,730 | $69,248+88.8% | $64,101+103.9% | $139,466-6.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.02% | 45.95%-36.9pp | 33.72%-24.7pp | 373.66%-364.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $30,000 | $4,682+540.7% | $3,881+673.0% | $6,712+347.0% |
| Admin fee / account holder | $2,363 | $4,247-44.4% | $3,070-23.0% | $11,409-79.3% |