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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 | $211,124 | $116,203+81.7% | $93,621+125.5% | $152,909+38.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | -0.67% | 35.96%-36.6pp | 32.76%-33.4pp | 345.46%-346.1pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,609 | $4,605+87.0% | $4,070+111.5% | $5,851+47.1% |
| Admin fee / account holder | $65,002 | $10,751+504.6% | $7,890+723.9% | $11,601+460.3% |