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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 | $163,470 | $167,533-2.4% | $151,645+7.8% | $134,545+21.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -29.40% | 7.81%-37.2pp | 3.34%-32.7pp | 418.37%-447.8pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $17,583 | $8,985+95.7% | $8,363+110.3% | $6,401+174.7% |
| Admin fee / account holder | $476 | $13,781-96.5% | $11,614-95.9% | $11,431-95.8% |