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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 | $241,110 | $113,941+111.6% | $94,229+155.9% | $125,389+92.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.61% | 5.29%-8.9pp | 10.68%-14.3pp | 282.24%-285.9pp |
| Employer contribution / active EE | $392 | $4,727-91.7% | $3,587-89.1% | $4,866-91.9% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,463 | $8,392-70.7% | $6,269-60.7% | $9,541-74.2% |