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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 | $69,311 | $57,330+20.9% | $86,656-20.0% | $75,177-7.8% |
| Participation rate | 96.2% | 63.2%+33.0pp | 71.7%+24.4pp | 67.2%+28.9pp |
| Annual return | 3.36% | 2675.40%-2672.0pp | 593.09%-589.7pp | 160.75%-157.4pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,147 | $3,320+24.9% | $4,439-6.6% | $4,126+0.5% |
| Admin fee / account holder | $1,053 | $4,115-74.4% | $5,619-81.3% | $5,651-81.4% |