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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 | $114,037 | $72,071+58.2% | $68,368+66.8% | $137,256-16.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 8.34% | 353.14%-344.8pp | 292.57%-284.2pp | 220.34%-212.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,875 | $4,410+123.9% | $4,123+139.5% | $6,407+54.1% |
| Admin fee / account holder | $165,925 | $5,336+3009.8% | $5,150+3122.0% | $12,270+1252.3% |