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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 | $161,846 | $72,446+123.4% | $67,561+139.6% | $145,877+10.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 6.08% | 7211.98%-7205.9pp | 3525.44%-3519.4pp | 551.28%-545.2pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,938 | $4,785+128.6% | $4,003+173.2% | $6,691+63.5% |
| Admin fee / account holder | $1,059 | $5,541-80.9% | $4,006-73.6% | $13,402-92.1% |