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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 | $120,149 | $103,038+16.6% | $90,324+33.0% | $152,909-21.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 3.52% | 95.25%-91.7pp | 78.15%-74.6pp | 345.46%-341.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,356 | $4,282+25.1% | $3,885+37.8% | $5,851-8.5% |
| Admin fee / account holder | $2,319 | $6,177-62.5% | $5,356-56.7% | $11,601-80.0% |