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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 | $95,321 | $70,684+34.9% | $169,397-43.7% | $75,177+26.8% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 11.82% | 36.38%-24.6pp | 406.23%-394.4pp | 160.75%-148.9pp |
| Employer contribution / active EE | $163 | $2,211-92.6% | $4,013-95.9% | $2,671-93.9% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,223-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,153 | $5,404+13.9% | $9,017-31.8% | $5,651+8.9% |