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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 | $94,630 | $60,119+57.4% | $90,430+4.6% | $79,858+18.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 3.88% | 71.94%-68.1pp | 1293.73%-1289.8pp | 31.72%-27.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,246 | $2,938+214.7% | $3,963+133.3% | $3,740+147.2% |
| Admin fee / account holder | $843 | $3,976-78.8% | $5,613-85.0% | $5,306-84.1% |