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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 | $196,372 | $109,967+78.6% | $97,197+102.0% | $145,877+34.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 6.05% | 244.27%-238.2pp | 75.47%-69.4pp | 551.28%-545.2pp |
| Employer contribution / active EE | $104 | $3,077-96.6% | $2,723-96.2% | $4,663-97.8% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,673 | $6,199+56.0% | $5,637+71.6% | $13,402-27.8% |