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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 | $109,024 | $100,041+9.0% | $149,718-27.2% | $70,131+55.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 9.35% | 27.43%-18.1pp | 1501.67%-1492.3pp | 73.14%-63.8pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,834 | $4,983-43.1% | $6,569-56.8% | $3,332-14.9% |
| Admin fee / account holder | $4,145 | $8,286-50.0% | $11,283-63.3% | $4,645-10.8% |