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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 | $142,588 | $150,447-5.2% | $136,298+4.6% | $147,586-3.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.13% | 1049.15%-1040.0pp | 5156.27%-5147.1pp | 578.59%-569.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,333 | $6,631+25.7% | $6,247+33.4% | $5,439+53.2% |
| Admin fee / account holder | $3,051 | $10,906-72.0% | $9,244-67.0% | $10,886-72.0% |