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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 | $88,360 | $72,071+22.6% | $68,368+29.2% | $137,256-35.6% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.0%-1.4pp |
| Annual return | 11.70% | 353.14%-341.4pp | 292.57%-280.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,517 | $4,410+2.4% | $4,123+9.6% | $6,407-29.5% |
| Admin fee / account holder | $1,513 | $5,336-71.6% | $5,150-70.6% | $12,270-87.7% |