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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 | $102,771 | $57,312+79.3% | $86,617+18.6% | $75,181+36.7% |
| Participation rate | 90.7% | 63.2%+27.5pp | 71.7%+19.0pp | 67.2%+23.5pp |
| Annual return | 9.09% | 2672.78%-2663.7pp | 591.91%-582.8pp | 160.69%-151.6pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,584 | $3,319+98.4% | $4,437+48.4% | $4,126+59.6% |
| Admin fee / account holder | $9,520 | $4,114+131.4% | $5,613+69.6% | $5,650+68.5% |