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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 | $134,002 | $171,867-22.0% | $149,721-10.5% | $147,586-9.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.97% | 2113.36%-2105.4pp | 1501.67%-1493.7pp | 578.59%-570.6pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $12,747 | $7,270+75.3% | $6,568+94.1% | $5,439+134.4% |
| Admin fee / account holder | $50,949 | $13,799+269.2% | $11,282+351.6% | $10,886+368.0% |