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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 | $58,863 | $47,479+24.0% | $62,929-6.5% | $82,448-28.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 10.28% | 20.34%-10.1pp | 1063.93%-1053.6pp | 41.64%-31.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,141 | $2,870-60.3% | $3,888-70.7% | $4,139-72.4% |
| Admin fee / account holder | $3,706 | $3,804-2.6% | $5,065-26.8% | $7,234-48.8% |