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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 | $153,081 | $108,882+40.6% | $96,754+58.2% | $154,746-1.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 5.51% | 98.39%-92.9pp | 82.04%-76.5pp | 172.34%-166.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,855 | $5,323-46.4% | $4,758-40.0% | $6,730-57.6% |
| Admin fee / account holder | $334,452 | $10,200+3178.8% | $8,905+3655.9% | $14,365+2228.2% |