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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 | $90,420 | $60,119+50.4% | $90,4300% | $79,858+13.2% |
| Participation rate | 78.6% | 65.0%+13.6pp | 72.7%+5.9pp | 69.6%+8.9pp |
| Annual return | 8.86% | 71.94%-63.1pp | 1293.73%-1284.9pp | 31.72%-22.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,280 | $2,938-56.4% | $3,963-67.7% | $3,740-65.8% |
| Admin fee / account holder | $749 | $3,976-81.2% | $5,613-86.7% | $5,306-85.9% |