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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 | $94,117 | $68,097+38.2% | $62,929+49.6% | $137,256-31.4% |
| Participation rate | 71.4% | 77.4%-6.0pp | 73.1%-1.7pp | 80.0%-8.5pp |
| Annual return | 10.39% | 1859.11%-1848.7pp | 1063.93%-1053.5pp | 220.34%-210.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,268 | $4,553-28.2% | $3,888-16.0% | $6,407-49.0% |
| Admin fee / account holder | $1,243 | $6,521-80.9% | $5,065-75.5% | $12,270-89.9% |