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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 | $147,888 | $108,942+35.7% | $100,415+47.3% | $145,897+1.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 5.78% | 58.27%-52.5pp | 49.47%-43.7pp | 552.29%-546.5pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $36,094 | $8,461+326.6% | $8,091+346.1% | $6,689+439.6% |
| Admin fee / account holder | $11,209 | $9,702+15.5% | $7,906+41.8% | $13,390-16.3% |