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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 | $69,694 | $80,812-13.8% | $160,784-56.7% | $82,448-15.5% |
| Participation rate | 96.3% | 66.2%+30.1pp | 77.0%+19.3pp | 68.1%+28.2pp |
| Annual return | 12.79% | 100.59%-87.8pp | 1803.92%-1791.1pp | 41.64%-28.9pp |
| Employer contribution / active EE | $351 | $2,174-83.8% | $3,733-90.6% | $2,551-86.2% |
| Participant deferral / active EE | $2,995 | $4,335-30.9% | $6,293-52.4% | $4,139-27.6% |
| Admin fee / account holder | $1,140 | $7,695-85.2% | $9,717-88.3% | $7,234-84.2% |