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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 | $84,034 | $60,139+39.7% | $90,461-7.1% | $79,856+5.2% |
| Participation rate | 88.2% | 65.0%+23.2pp | 72.7%+15.5pp | 69.6%+18.6pp |
| Annual return | 4.59% | 71.96%-67.4pp | 1294.76%-1290.2pp | 31.71%-27.1pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,704 | $2,939+26.0% | $3,964-6.6% | $3,741-1.0% |
| Admin fee / account holder | $9,280 | $3,978+133.3% | $5,617+65.2% | $5,306+74.9% |