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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 | $98,072 | $88,778+10.5% | $81,844+19.8% | $145,884-32.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.41% | 1033.03%-1023.6pp | 778.87%-769.5pp | 551.85%-542.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,400 | $4,648-48.4% | $4,323-44.5% | $6,690-64.1% |
| Admin fee / account holder | $2,026 | $8,430-76.0% | $7,355-72.5% | $13,392-84.9% |