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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 | $139,188 | $154,159-9.7% | $130,026+7.0% | $139,456-0.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 7.17% | 32.50%-25.3pp | -137.26%+144.4pp | 373.45%-366.3pp |
| Employer contribution / active EE | $833 | $5,292-84.3% | $4,321-80.7% | $4,753-82.5% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $8,530 | $14,001-39.1% | $10,608-19.6% | $11,407-25.2% |