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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 | $111,325 | $59,456+87.2% | $93,669+18.8% | $74,429+49.6% |
| Participation rate | 79.4% | 59.6%+19.8pp | 68.7%+10.7pp | 67.2%+12.2pp |
| Annual return | 7.00% | 82.00%-75.0pp | 133.59%-126.6pp | 1368.38%-1361.4pp |
| Employer contribution / active EE | $32 | $1,266-97.4% | $2,424-98.7% | $2,625-98.8% |
| Participant deferral / active EE | $2,548 | $3,052-16.5% | $4,416-42.3% | $4,348-41.4% |
| Admin fee / account holder | $3,087 | $3,026+2.0% | $8,291-62.8% | $1,944+58.7% |