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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 | $161,402 | $144,130+12.0% | $117,861+36.9% | $147,586+9.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 2.72% | 531.20%-528.5pp | 335.11%-332.4pp | 578.59%-575.9pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,783 | $5,316+102.8% | $4,482+140.6% | $5,439+98.3% |
| Admin fee / account holder | $364,020 | $10,887+3243.7% | $8,021+4438.5% | $10,886+3244.0% |