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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 | $108,897+19.0% | $100,378+29.1% | $145,877-11.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 6.41% | 58.17%-51.8pp | 49.41%-43.0pp | 551.28%-544.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,500 | $8,455+36.0% | $8,087+42.2% | $6,691+71.9% |
| Admin fee / account holder | $92,530 | $9,690+854.9% | $7,899+1071.4% | $13,402+590.4% |