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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 | $98,118 | $169,161-42.0% | $129,295-24.1% | $145,959-32.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.30% | 14348.07%-14341.8pp | 9429.28%-9423.0pp | 561.95%-555.6pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $12,540 | $4,989+151.3% | $4,169+200.8% | $6,689+87.5% |
| Admin fee / account holder | $417 | $9,878-95.8% | $7,665-94.6% | $13,398-96.9% |