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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 | $97,081 | $29,319+231.1% | $52,425+85.2% | $82,448+17.7% |
| Participation rate | 94.7% | 46.9%+47.8pp | 55.6%+39.0pp | 68.1%+26.6pp |
| Annual return | 9.02% | 535.20%-526.2pp | 302.12%-293.1pp | 41.64%-32.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,067 | $1,171+76.5% | $1,790+15.5% | $4,139-50.1% |
| Admin fee / account holder | $3,634 | $1,962+85.2% | $2,495+45.7% | $7,234-49.8% |