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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 | $230,788 | $150,447+53.4% | $136,298+69.3% | $147,586+56.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.97% | 1049.15%-1041.2pp | 5156.27%-5148.3pp | 578.59%-570.6pp |
| Employer contribution / active EE | $210 | $5,256-96.0% | $4,696-95.5% | $4,876-95.7% |
| Participant deferral / active EE | $4,800 | $6,631-27.6% | $6,247-23.2% | $5,439-11.7% |
| Admin fee / account holder | $9,138 | $10,906-16.2% | $9,244-1.2% | $10,886-16.1% |