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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 | $249,995 | $90,530+176.1% | $76,030+228.8% | $145,897+71.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.36% | 625.08%-617.7pp | 361.54%-354.2pp | 552.29%-544.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $22,419 | $5,164+334.1% | $4,257+426.6% | $6,689+235.1% |
| Admin fee / account holder | $3,019 | $8,383-64.0% | $6,421-53.0% | $13,390-77.5% |