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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 | $135,486 | $112,933+20.0% | $90,970+48.9% | $158,982-14.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 3.67% | 215.82%-212.2pp | 134.60%-130.9pp | 302.99%-299.3pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,297 | $4,128-20.1% | $3,373-2.3% | $5,983-44.9% |
| Admin fee / account holder | $508 | $8,047-93.7% | $5,961-91.5% | $11,252-95.5% |