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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 | $249,760 | $99,031+152.2% | $86,597+188.4% | $147,585+69.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.59% | 1312.56%-1304.0pp | 964.96%-956.4pp | 578.57%-570.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,182 | $3,972+55.6% | $3,609+71.3% | $5,439+13.7% |
| Admin fee / account holder | $1,042 | $5,711-81.8% | $4,906-78.8% | $10,885-90.4% |