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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 | $158,910 | $168,635-5.8% | $147,617+7.7% | $125,389+26.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -8.68% | 77.65%-86.3pp | 61.98%-70.7pp | 282.24%-290.9pp |
| Employer contribution / active EE | $1,109 | $6,252-82.3% | $5,564-80.1% | $4,866-77.2% |
| Participant deferral / active EE | $2,683 | $5,507-51.3% | $4,895-45.2% | $5,352-49.9% |
| Admin fee / account holder | $5,170 | $13,580-61.9% | $11,612-55.5% | $9,541-45.8% |