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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 | $138,950 | $70,366+97.5% | $66,674+108.4% | $138,8950% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 11.97% | 386.41%-374.4pp | 321.24%-309.3pp | 145.39%-133.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,049 | $4,374+106.9% | $4,084+121.6% | $6,396+41.5% |
| Admin fee / account holder | $23,562 | $5,262+347.7% | $5,098+362.2% | $12,562+87.6% |