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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 | $202,861 | $72,071+181.5% | $68,368+196.7% | $137,256+47.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.52% | 353.14%-341.6pp | 292.57%-281.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,500 | $4,410+206.1% | $4,123+227.5% | $6,407+110.7% |
| Admin fee / account holder | $101,518 | $5,336+1802.7% | $5,150+1871.3% | $12,270+727.4% |