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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 | $85,110 | $88,815-4.2% | $81,882+3.9% | $145,897-41.7% |
| Participation rate | 88.2% | 75.1%+13.2pp | 72.4%+15.8pp | 80.3%+7.9pp |
| Annual return | 9.06% | 1033.75%-1024.7pp | 779.47%-770.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,205 | $4,647+33.5% | $4,323+43.5% | $6,689-7.2% |
| Admin fee / account holder | $9,974 | $8,434+18.3% | $7,360+35.5% | $13,390-25.5% |