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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 | $224,725 | $105,200+113.6% | $159,474+40.9% | $85,847+161.8% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.8%+14.8pp | 69.3%+28.3pp |
| Annual return | 10.92% | 45.08%-34.2pp | 263.68%-252.8pp | 318.61%-307.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $16,658 | $5,946+180.2% | $7,353+126.5% | $3,952+321.5% |
| Admin fee / account holder | $55,788 | $6,934+704.5% | $10,802+416.4% | $6,261+791.1% |