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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 | $69,376 | $109,872-36.9% | $98,483-29.6% | $167,536-58.6% |
| Participation rate | 94.1% | 75.8%+18.3pp | 73.3%+20.8pp | 82.1%+12.0pp |
| Annual return | 9.11% | 1959.31%-1950.2pp | 1494.38%-1485.3pp | 478.82%-469.7pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,521 | $4,673-3.2% | $4,276+5.7% | $6,342-28.7% |
| Admin fee / account holder | $612 | $6,757-90.9% | $5,953-89.7% | $12,315-95.0% |