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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 | $242,594 | $88,815+173.1% | $81,882+196.3% | $145,897+66.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 2.74% | 1033.75%-1031.0pp | 779.47%-776.7pp | 552.29%-549.5pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $23,000 | $4,647+394.9% | $4,323+432.0% | $6,689+243.8% |
| Admin fee / account holder | $12,898 | $8,434+52.9% | $7,360+75.3% | $13,390-3.7% |