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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 | $122,935 | $105,856+16.1% | $90,161+36.4% | $147,586-16.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 1.41% | 37.63%-36.2pp | 34.89%-33.5pp | 578.59%-577.2pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $11,159 | $5,733+94.7% | $5,287+111.1% | $5,439+105.2% |
| Admin fee / account holder | $149,470 | $8,046+1757.7% | $5,943+2415.0% | $10,886+1273.1% |