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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 | $173,596 | $103,008+68.5% | $90,304+92.2% | $152,897+13.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 10.16% | 95.22%-85.1pp | 78.13%-68.0pp | 345.43%-335.3pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $767 | $4,281-82.1% | $3,885-80.3% | $5,851-86.9% |
| Admin fee / account holder | $1,439 | $6,175-76.7% | $5,354-73.1% | $11,599-87.6% |