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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 | $145,387 | $56,197+158.7% | $67,652+114.9% | $59,633+143.8% |
| Participation rate | 97.7% | 71.5%+26.3pp | 75.7%+22.1pp | 68.7%+29.1pp |
| Annual return | -6.45% | 18508.10%-18514.6pp | 6625.40%-6631.9pp | 2041.45%-2047.9pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,404 | $2,844+90.1% | $3,560+51.8% | $3,192+69.3% |
| Admin fee / account holder | $14,393 | $3,958+263.6% | $4,821+198.6% | $4,297+235.0% |