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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 | $232,177 | $110,410+110.3% | $102,437+126.7% | $145,897+59.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.40% | 24.85%-21.5pp | 24.95%-21.6pp | 552.29%-548.9pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $32,500 | $5,622+478.1% | $5,060+542.3% | $6,689+385.9% |
| Admin fee / account holder | $231,548 | $9,745+2276.1% | $8,388+2660.5% | $13,390+1629.2% |