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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 | $113,396 | $89,367+26.9% | $141,191-19.7% | $72,975+55.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.69% | 111.87%-96.2pp | 71.41%-55.7pp | 81.01%-65.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,660 | $5,419+59.8% | $6,710+29.1% | $3,608+140.1% |
| Admin fee / account holder | $4,511 | $5,957-24.3% | $10,264-56.1% | $5,124-12.0% |