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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 | $231,868 | $148,629+56.0% | $135,982+70.5% | $139,487+66.2% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 2.10% | 79.33%-77.2pp | 68.32%-66.2pp | 373.84%-371.7pp |
| Employer contribution / active EE | $69 | $5,247-98.7% | $4,859-98.6% | $4,755-98.6% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $21,790 | $12,406+75.6% | $10,767+102.4% | $11,407+91.0% |