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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 | $155,355 | $118,869+30.7% | $96,575+60.9% | $167,518-7.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.14% | 50.49%-42.4pp | 37.79%-29.7pp | 478.71%-470.6pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,357-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,515 | $4,616-45.5% | $3,849-34.7% | $6,342-60.3% |
| Admin fee / account holder | $27,512 | $8,067+241.0% | $6,182+345.0% | $12,312+123.4% |