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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 | $108,476 | $58,275+86.1% | $81,844+32.5% | $80,935+34.0% |
| Participation rate | 93.5% | 63.5%+30.0pp | 72.4%+21.1pp | 67.7%+25.8pp |
| Annual return | 10.17% | 41.82%-31.6pp | 778.87%-768.7pp | 35.66%-25.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,803 | $3,285+46.2% | $4,323+11.1% | $4,299+11.7% |
| Admin fee / account holder | $8,595 | $4,749+81.0% | $7,355+16.9% | $6,924+24.1% |