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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 | $213,440 | $169,361+26.0% | $129,397+64.9% | $145,877+46.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.12% | 14395.54%-14389.4pp | 9453.98%-9447.9pp | 551.28%-545.2pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,143 | $4,987+103.4% | $4,167+143.4% | $6,691+51.6% |
| Admin fee / account holder | $14,698 | $9,903+48.4% | $7,679+91.4% | $13,402+9.7% |