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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 | $69,771+40.4% | $67,524+45.1% | $74,400+31.7% |
| Participation rate | 97.1% | 71.4%+25.8pp | 72.9%+24.2pp | 67.2%+29.9pp |
| Annual return | 11.01% | -40.49%+51.5pp | 3519.41%-3508.4pp | 1367.51%-1356.5pp |
| Employer contribution / active EE | $580 | $2,710-78.6% | $2,734-78.8% | $2,624-77.9% |
| Participant deferral / active EE | $1,399 | $3,638-61.6% | $4,001-65.0% | $4,348-67.8% |
| Admin fee / account holder | $1,063 | $889+19.5% | $4,001-73.4% | $1,944-45.3% |