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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 | $101,511 | $65,434+55.1% | $98,483+3.1% | $85,847+18.2% |
| Participation rate | 85.7% | 65.0%+20.7pp | 73.3%+12.4pp | 69.3%+16.4pp |
| Annual return | 6.28% | 21.75%-15.5pp | 1494.38%-1488.1pp | 318.61%-312.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,789 | $3,168+51.2% | $4,276+12.0% | $3,952+21.2% |
| Admin fee / account holder | $2,199 | $4,595-52.1% | $5,953-63.1% | $6,261-64.9% |