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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 | $205,508 | $117,444+75.0% | $99,479+106.6% | $152,909+34.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 5.07% | 31.87%-26.8pp | 30.72%-25.6pp | 345.46%-340.4pp |
| Employer contribution / active EE | $104 | $3,014-96.5% | $2,540-95.9% | $4,764-97.8% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,704 | $7,635+27.1% | $6,253+55.2% | $11,601-16.4% |