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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 | $144,991 | $115,814+25.2% | $101,275+43.2% | $158,982-8.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 1.59% | 56.16%-54.6pp | 46.48%-44.9pp | 302.99%-301.4pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,816 | $4,958-23.0% | $4,371-12.7% | $5,983-36.2% |
| Admin fee / account holder | $2,256 | $7,249-68.9% | $5,948-62.1% | $11,252-79.9% |