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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 | $112,521 | $65,704+71.3% | $94,229+19.4% | $59,633+88.7% |
| Participation rate | 78.6% | 72.1%+6.5pp | 78.8%-0.2pp | 68.7%+9.9pp |
| Annual return | -2.61% | 5.22%-7.8pp | 10.68%-13.3pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $250 | $2,021-87.6% | $3,587-93.0% | $2,203-88.6% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $21,286 | $4,265+399.1% | $6,269+239.5% | $4,297+395.4% |