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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 | $60,139+50.4% | $90,4610% | $79,856+13.2% |
| Participation rate | 78.6% | 65.0%+13.6pp | 72.7%+5.9pp | 69.6%+8.9pp |
| Annual return | 8.86% | 71.96%-63.1pp | 1294.76%-1285.9pp | 31.71%-22.9pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,280 | $2,939-56.4% | $3,964-67.7% | $3,741-65.8% |
| Admin fee / account holder | $749 | $3,978-81.2% | $5,617-86.7% | $5,306-85.9% |