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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 | $119,742 | $167,533-28.5% | $151,645-21.0% | $134,545-11.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.29% | 7.81%-31.1pp | 3.34%-26.6pp | 418.37%-441.7pp |
| Employer contribution / active EE | $1,400 | $6,828-79.5% | $6,165-77.3% | $4,742-70.5% |
| Participant deferral / active EE | $6,000 | $8,985-33.2% | $8,363-28.3% | $6,401-6.3% |
| Admin fee / account holder | $57,670 | $13,781+318.5% | $11,614+396.6% | $11,431+404.5% |