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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 | $97,125+57.6% | $86,233+77.5% | $137,256+11.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 5.51% | 74.19%-68.7pp | 61.39%-55.9pp | 220.34%-214.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,855 | $5,180-44.9% | $4,559-37.4% | $6,407-55.4% |
| Admin fee / account holder | $334,452 | $9,725+3339.2% | $8,342+3909.2% | $12,270+2625.7% |