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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 | $85,093 | $70,366+20.9% | $66,674+27.6% | $138,895-38.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 2.61% | 386.41%-383.8pp | 321.24%-318.6pp | 145.39%-142.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,250 | $4,374+88.6% | $4,084+102.0% | $6,396+29.0% |
| Admin fee / account holder | $262,873 | $5,262+4895.2% | $5,098+5056.3% | $12,562+1992.6% |