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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 | $199,662 | $95,975+108.0% | $74,552+167.8% | $135,382+47.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -14.36% | 56.96%-71.3pp | 32.53%-46.9pp | 519.77%-534.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $24,500 | $3,844+537.4% | $3,108+688.3% | $5,609+336.8% |
| Admin fee / account holder | $1,968 | $6,522-69.8% | $5,060-61.1% | $10,829-81.8% |