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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 | $73,854 | $65,566+12.6% | $86,235-14.4% | $75,177-1.8% |
| Participation rate | 97.9% | 60.5%+37.4pp | 69.0%+28.9pp | 67.2%+30.7pp |
| Annual return | 11.10% | 46.07%-35.0pp | 1170.03%-1158.9pp | 160.75%-149.7pp |
| Employer contribution / active EE | $213 | $1,553-86.3% | $2,381-91.1% | $2,671-92.0% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,698 | $5,470+59.0% | $6,856+26.9% | $5,651+53.9% |