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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 | $129,615 | $108,942+19.0% | $100,415+29.1% | $145,897-11.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 6.41% | 58.27%-51.9pp | 49.47%-43.1pp | 552.29%-545.9pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,500 | $8,461+35.9% | $8,091+42.1% | $6,689+71.9% |
| Admin fee / account holder | $92,530 | $9,702+853.8% | $7,906+1070.4% | $13,390+591.0% |