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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 | $139,389 | $123,155+13.2% | $108,753+28.2% | $155,188-10.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 2.51% | 44.73%-42.2pp | 37.47%-35.0pp | 148.84%-146.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,333 | $4,623+123.5% | $4,115+151.1% | $6,531+58.2% |
| Admin fee / account holder | $1,660 | $12,126-86.3% | $10,320-83.9% | $14,480-88.5% |