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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 | $91,428 | $176,077-48.1% | $159,455-42.7% | $167,518-45.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.68% | 331.83%-325.2pp | 263.63%-257.0pp | 478.71%-472.0pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $14,998 | $7,751+93.5% | $7,353+104.0% | $6,342+136.5% |
| Admin fee / account holder | $1,017,880 | $12,556+8006.4% | $10,800+9324.4% | $12,312+8167.1% |