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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 | $99,053+54.5% | $88,179+73.6% | $138,895+10.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 5.51% | 78.17%-72.7pp | 64.97%-59.5pp | 145.39%-139.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,855 | $5,225-45.4% | $4,614-38.1% | $6,396-55.4% |
| Admin fee / account holder | $334,452 | $8,748+3723.0% | $7,673+4258.8% | $12,562+2562.4% |