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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 | $169,336+26.0% | $129,384+65.0% | $145,884+46.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.12% | 14408.70%-14402.6pp | 9461.77%-9455.7pp | 551.85%-545.7pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,143 | $4,985+103.5% | $4,166+143.5% | $6,690+51.6% |
| Admin fee / account holder | $14,698 | $9,912+48.3% | $7,686+91.2% | $13,392+9.8% |