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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 | $103,218 | $80,812+27.7% | $160,784-35.8% | $82,448+25.2% |
| Participation rate | 80.0% | 66.2%+13.8pp | 77.0%+3.0pp | 68.1%+11.9pp |
| Annual return | 12.74% | 100.59%-87.9pp | 1803.92%-1791.2pp | 41.64%-28.9pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,536 | $4,335+4.6% | $6,293-27.9% | $4,139+9.6% |
| Admin fee / account holder | $22,062 | $7,695+186.7% | $9,717+127.0% | $7,234+205.0% |