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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 | $70,140 | $106,008-33.8% | $92,240-24.0% | $147,586-52.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.80% | 50.05%-44.2pp | 176.29%-170.5pp | 578.59%-572.8pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,600 | $4,478-41.9% | $3,897-33.3% | $5,439-52.2% |
| Admin fee / account holder | $6,266 | $6,333-1.1% | $5,194+20.6% | $10,886-42.4% |