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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 | $223,866 | $175,231+27.8% | $149,696+49.5% | $139,466+60.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.42% | 166.77%-163.4pp | 134.46%-131.0pp | 373.66%-370.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,243 | $6,521-50.3% | $5,682-42.9% | $6,712-51.7% |
| Admin fee / account holder | $4,169 | $16,155-74.2% | $13,212-68.4% | $11,409-63.5% |