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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 | $98,004 | $105,210-6.8% | $159,487-38.6% | $85,851+14.2% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.8%+6.8pp | 69.3%+20.3pp |
| Annual return | 10.10% | 45.08%-35.0pp | 263.71%-253.6pp | 318.63%-308.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,986 | $5,946+51.1% | $7,354+22.2% | $3,952+127.4% |
| Admin fee / account holder | $22,185 | $6,934+219.9% | $10,804+105.3% | $6,261+254.3% |