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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 | $173,809 | $127,386+36.4% | $115,037+51.1% | $125,388+38.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -16.14% | 31.28%-47.4pp | 26.14%-42.3pp | 282.24%-298.4pp |
| Employer contribution / active EE | $333 | $5,166-93.5% | $4,608-92.8% | $4,866-93.1% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $402 | $9,516-95.8% | $8,175-95.1% | $9,541-95.8% |