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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 | $70,366+188.3% | $66,674+204.3% | $138,895+46.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 11.52% | 386.41%-374.9pp | 321.24%-309.7pp | 145.39%-133.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,500 | $4,374+208.6% | $4,084+230.6% | $6,396+111.1% |
| Admin fee / account holder | $101,518 | $5,262+1829.1% | $5,098+1891.3% | $12,562+708.1% |