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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 | $128,305 | $99,011+29.6% | $86,582+48.2% | $147,586-13.1% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 4.73% | 1312.75%-1308.0pp | 965.08%-960.4pp | 578.59%-573.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,600 | $3,972+141.7% | $3,609+166.0% | $5,439+76.5% |
| Admin fee / account holder | $800 | $5,709-86.0% | $4,904-83.7% | $10,886-92.7% |