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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 | $78,878 | $96,388-18.2% | $80,627-2.2% | $139,466-43.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 9.02% | 1352.08%-1343.1pp | 936.76%-927.7pp | 373.66%-364.6pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $30,000 | $5,224+474.2% | $4,443+575.2% | $6,712+347.0% |
| Admin fee / account holder | $601 | $6,603-90.9% | $5,381-88.8% | $11,409-94.7% |