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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 | $134,826 | $72,177+86.8% | $115,038+17.2% | $59,633+126.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.59% | 12.02%-14.6pp | 26.14%-28.7pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,346 | $4,783-9.1% | $6,026-27.9% | $3,192+36.2% |
| Admin fee / account holder | $2,235 | $4,927-54.6% | $8,175-72.7% | $4,297-48.0% |