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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 | $126,514 | $126,5190% | $106,201+19.1% | $145,959-13.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 5.70% | 225.10%-219.4pp | 116.26%-110.6pp | 561.95%-556.2pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,847 | $5,716-67.7% | $5,012-63.2% | $6,689-72.4% |
| Admin fee / account holder | $25,179 | $17,312+45.4% | $11,039+128.1% | $13,398+87.9% |