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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 | $170,977 | $108,882+57.0% | $96,754+76.7% | $154,746+10.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 8.30% | 98.39%-90.1pp | 82.04%-73.7pp | 172.34%-164.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,229 | $5,323-58.1% | $4,758-53.2% | $6,730-66.9% |
| Admin fee / account holder | $149,521 | $10,200+1365.8% | $8,905+1579.1% | $14,365+940.9% |