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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 | $97,948 | $69,774+40.4% | $67,575+44.9% | $74,459+31.5% |
| Participation rate | 97.1% | 71.4%+25.8pp | 72.9%+24.2pp | 67.2%+29.9pp |
| Annual return | 11.01% | -40.53%+51.5pp | 3528.98%-3518.0pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $580 | $2,710-78.6% | $2,736-78.8% | $2,626-77.9% |
| Participant deferral / active EE | $1,399 | $3,636-61.5% | $4,003-65.1% | $4,350-67.8% |
| Admin fee / account holder | $1,063 | $890+19.4% | $3,993-73.4% | $1,945-45.4% |