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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 | $229,464 | $75,935+202.2% | $60,547+279.0% | $125,389+83.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -3.78% | -5.38%+1.6pp | 335.64%-339.4pp | 282.24%-286.0pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $24,000 | $4,506+432.6% | $3,328+621.2% | $5,352+348.5% |
| Admin fee / account holder | $3,143 | $6,768-53.6% | $4,536-30.7% | $9,541-67.1% |