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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 | $103,961 | $202,342-48.6% | $172,753-39.8% | $152,909-32.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.02% | 1029.88%-1029.9pp | 803.00%-803.0pp | 345.46%-345.4pp |
| Employer contribution / active EE | $1,187 | $5,857-79.7% | $5,144-76.9% | $4,764-75.1% |
| Participant deferral / active EE | $13,800 | $5,948+132.0% | $5,198+165.5% | $5,851+135.8% |
| Admin fee / account holder | $3,183 | $17,112-81.4% | $13,956-77.2% | $11,601-72.6% |