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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 | $246,402 | $176,688+39.5% | $130,660+88.6% | $152,909+61.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 5.76% | 2693.08%-2687.3pp | 1709.29%-1703.5pp | 345.46%-339.7pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $25,000 | $4,362+473.1% | $3,603+593.9% | $5,851+327.3% |
| Admin fee / account holder | $1,263 | $7,131-82.3% | $5,463-76.9% | $11,601-89.1% |