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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 | $217,673 | $106,267+104.8% | $96,520+125.5% | $139,456+56.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 6.41% | 38.45%-32.0pp | 35.72%-29.3pp | 373.45%-367.0pp |
| Employer contribution / active EE | $75 | $4,105-98.2% | $3,739-98.0% | $4,753-98.4% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,567 | $7,882-42.1% | $6,733-32.2% | $11,407-60.0% |